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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthPLAN Partners
Nebraska
$373K +$109K +5,255 +42%
IF
477
Intrua Financial
Texas
$366K -$3.12K -150 -0.9%
CAG
478
Csenge Advisory Group
Florida
$365K -$73.2K -3,522 -17%
CRWM
479
Castle Rock Wealth Management
California
$363K -$1.79M -86,376 -83%
JSL
480
JT Stratford LLC
Georgia
$362K -$13.9K -667 -4%
LA
481
LVW Advisors
New York
$362K +$2.47K +119 +0.7%
FCA
482
Fortis Capital Advisors
Kansas
$362K -$309K -14,900 -46%
DIG
483
DeepCurrents Investment Group
New York
$356K
AFC
484
Adaptive Financial Consulting
Ohio
$352K
KWA
485
Kingswood Wealth Advisors
California
$344K -$279K -13,450 -45%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$339K
C
487
Certuity
Florida
$338K -$13.1K -632 -4%
CD
488
Chapin Davis
Maryland
$338K +$1.6K +77 +0.5%
VNIM
489
Vaughan Nelson Investment Management
Texas
$334K
TWP
490
Tyche Wealth Partners
Texas
$332K +$8.79K +423 +3%
PFS
491
Prospera Financial Services
Texas
$331K -$90.8K -4,372 -22%
XWM
492
Xcel Wealth Management
Florida
$328K +$77.9K +3,750 +32%
PFPT
493
Pinnacle Financial Partners (Tennessee)
Tennessee
$327K
PSP
494
Principal Street Partners
Tennessee
$327K +$324K +15,600 New
MWM
495
Mission Wealth Management
California
$326K -$7.77K -374 -2%
BCM
496
Beck Capital Management
Texas
$321K +$602 +29 +0.2%
MCM
497
MAI Capital Management
Ohio
$320K +$45.4K +2,186 +17%
MNBTD
498
Moody National Bank Trust Division
Texas
$318K -$24.1K -1,158 -7%
MWA
499
Merkkuri Wealth Advisors
New York
$317K +$314K +15,116 New
CF
500
Centaurus Financial
California
$316K +$13.9K +670 +5%