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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
476
Diversify Advisory Services
Utah
$331K +$328K +16,215 New
RFA
477
Rollins Financial Advisors
New York
$329K +$320K +15,815 New
PFPT
478
Pinnacle Financial Partners (Tennessee)
Tennessee
$326K
GSIAS
479
Garden State Investment Advisory Services
New Jersey
$324K +$322K +15,885 New
IIA
480
IPG Investment Advisors
California
$322K -$62.4K -3,082 -17%
PFGIA
481
Patriot Financial Group Insurance Agency
Massachusetts
$320K -$1.32K -65 -0.4%
AFA
482
AA Financial Advisors
Ohio
$320K
PCIA
483
Prime Capital Investment Advisors
Kansas
$315K +$122 +6 +0%
WKWM
484
Walter & Keenan Wealth Management
Indiana
$312K
CH
485
Canton Hathaway
Rhode Island
$312K
WCM
486
Wealthcare Capital Management
Virginia
$311K -$5.43K -268 -2%
AWM
487
Activest Wealth Management
Florida
$310K +$258K +12,740 +595%
MA
488
MONECO Advisors
Connecticut
$310K -$26.5K -1,308 -8%
FCM
489
Firestone Capital Management
Florida
$309K +$301K +14,850 New
OIA
490
OneDigital Investment Advisors
Kansas
$308K -$90.3K -4,455 -23%
Bank of Montreal
491
Bank of Montreal
Ontario, Canada
$306K -$539K -26,623 -64%
VIM
492
Vista Investment Management
Pennsylvania
$305K +$22.3K +1,102 +8%
TWP
493
Tyche Wealth Partners
Texas
$301K -$296K -14,615 -50%
TCOV
494
Trust Company of Vermont
Vermont
$296K
MCA
495
Millennium Capital Advisors
Arkansas
$294K
MLA
496
My Legacy Advisors
Oregon
$293K -$844K -41,669 -75%
CA
497
Cornerstone Advisory
Maryland
$292K -$20.3K -1,000 -7%
BW
498
BIP Wealth
Georgia
$290K
CF
499
Centaurus Financial
California
$289K -$21.8K -1,076 -7%
MCM
500
MAI Capital Management
Ohio
$289K -$5.07K -250 -2%