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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
476
Pinnacle Private Wealth
Massachusetts
$206K +$201K +9,701 New
WIA
477
Westbourne Investment Advisors
Maryland
$205K +$201K +9,697 New
LFAS
478
Level Four Advisory Services
Texas
$203K +$199K +9,560 New
CWM
479
Cedar Wealth Management
California
$195K +$191K +9,215 New
Kovitz Investment Group Partners
480
Kovitz Investment Group Partners
Illinois
$182K +$223K +10,750 New
BBHC
481
Brown Brothers Harriman & Co
New York
$178K – – –
LC
482
Lindbrook Capital
California
$173K +$144K +6,935 +556%
GI
483
Gradient Investments
Minnesota
$162K +$1.66K +80 +1%
WB
484
Webster Bank
Connecticut
$154K +$27.6K +1,330 +22%
CCM
485
Chilton Capital Management
Texas
$151K +$148K +7,110 New
Citigroup
486
Citigroup
New York
$150K +$134K +6,455 +1,034%
SSB
487
Sandy Spring Bank
Maryland
$148K +$561 +27 +0.4%
SIC
488
Salem Investment Counselors
North Carolina
$137K – – –
AF
489
Allworth Financial
California
$137K +$35.5K +1,711 +36%
HCP
490
Hexagon Capital Partners
Arkansas
$136K – – –
HPC
491
HM Payson & Co
Maine
$135K – – –
HNWAG
492
High Net Worth Advisory Group
Florida
$135K +$132K +6,350 New
AIM
493
Anchor Investment Management
South Carolina
$131K +$24.1K +1,161 +23%
WWMSC
494
Wagner Wealth Management (South Carolina)
South Carolina
$130K +$519 +25 +0.4%
BWP
495
Baldwin Wealth Partners
Massachusetts
$127K – – –
S
496
SignatureFD
Georgia
$126K -$66.7K -3,213 -35%
CFA
497
Carroll Financial Associates
North Carolina
$124K – – –
BWM
498
BerganKDV Wealth Management
Minnesota
$121K – – –
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$116K +$20.2K +971 +22%
CC
500
Commons Capital
Massachusetts
$106K +$104K +5,000 New