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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
C
451
CEDRUS
Colorado
$239K +$30.3K +1,568 +12%
BSW
452
Buckingham Strategic Wealth
Missouri
$236K -$464 -24 -0.2%
WAAG
453
Wealth Alliance Advisory Group
Kansas
$235K – – –
Acadian Asset Management
454
Acadian Asset Management
Massachusetts
$235K +$269K +13,924 New
CA
455
Cornerstone Advisory
Maryland
$233K +$267K +13,790 New
FNT
456
First National Trust
Pennsylvania
$228K – – –
PA
457
Parallel Advisors
California
$226K +$71K +3,670 +38%
Franklin Resources
458
Franklin Resources
California
$224K – – –
SNB
459
Security National Bank
Nebraska
$224K +$9.22K +477 +4%
IWC
460
Integrated Wealth Concepts
Massachusetts
$222K +$10.4K +538 +4%
MCM
461
MAI Capital Management
Ohio
$221K -$82.6K -4,270 -25%
SWM
462
Segment Wealth Management
Texas
$219K – – –
VIM
463
Vista Investment Management
Pennsylvania
$219K +$19K +983 +8%
IFWM
464
Institute for Wealth Management
Colorado
$218K +$3.85K +199 +2%
SIG
465
Stonegate Investment Group
Alabama
$217K -$5.8K -300 -2%
PM
466
Penbrook Management
New York
$217K – – –
CCMW
467
Cypress Capital Management (Wyoming)
Wyoming
$216K -$14.5K -750 -6%
FG
468
Fiduciary Group
Georgia
$215K +$214K +11,050 New
LNC
469
Lincoln National Corp
Pennsylvania
$215K +$246K +12,713 New
IAP
470
Indie Asset Partners
Indiana
$211K -$7.73K -400 -3%
AI
471
Accredited Investors
Minnesota
$209K +$240K +12,400 New
IMA
472
Investment Management Associates
Colorado
$207K – – –
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$8.06K -417 -3%
TCWM
474
Total Clarity Wealth Management
Illinois
$204K -$34.5K -1,786 -13%
EM
475
ELCO Management
New York
$203K – – –