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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
MONECO Advisors
Connecticut
$325K +$14.6K +755 +5%
PGF
452
Plan Group Financial
Oklahoma
$319K -$567K -29,236 -64%
WWM
453
Western Wealth Management
Colorado
$313K +$5.82K +300 +2%
VNIM
454
Vaughan Nelson Investment Management
Texas
$311K
PWM
455
Purus Wealth Management
California
$307K -$9.17K -473 -3%
PFPT
456
Pinnacle Financial Partners (Tennessee)
Tennessee
$304K
CA
457
Cornerstone Advisory
Maryland
$294K
WKWM
458
Walter & Keenan Wealth Management
Indiana
$292K -$38.8K -2,000 -12%
SC
459
Samjo Capital
New York
$292K +$291K +15,000 New
CH
460
Canton Hathaway
Rhode Island
$292K
CF
461
Centaurus Financial
California
$289K +$23.2K +1,197 +9%
DFG
462
Delta Financial Group
New Jersey
$289K +$48.9K +2,522 +21%
MGIA
463
Moneta Group Investment Advisors
Missouri
$288K +$43.2K +2,229 +18%
TF
464
Trek Financial
Arizona
$286K -$13.6K -701 -5%
AOWM
465
Alpha Omega Wealth Management
Virginia
$280K -$38.7K -1,998 -12%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$24.7K -1,272 -8%
Franklin Resources
467
Franklin Resources
California
$279K
SEC
468
Seven Eight Capital
New York
$278K +$277K +14,292 New
MCM
469
MAI Capital Management
Ohio
$278K -$1.28K -66 -0.5%
TCOV
470
Trust Company of Vermont
Vermont
$276K
GVAG
471
Great Valley Advisor Group
Delaware
$274K +$11.6K +597 +4%
IIM
472
Ipswich Investment Management
Massachusetts
$273K
LSAG
473
Lake Street Advisors Group
New Hampshire
$273K
EFG
474
Ethos Financial Group
Pennsylvania
$272K -$39.9K -2,059 -13%
MOS
475
MGO One Seven
Ohio
$271K +$31.5K +1,624 +13%