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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
476
KeyBank National Association
Ohio
$453K
PSP
477
Principal Street Partners
Tennessee
$452K +$11.3K +500 +3%
FFWM
478
Future Financial Wealth Management
Ohio
$450K +$11.3K +500 +3%
HT
479
Heritage Trust
Oklahoma
$447K
AWM
480
Axxcess Wealth Management
California
$446K +$6.85K +302 +2%
CL
481
Choreo LLC
Illinois
$444K -$67.6K -2,980 -13%
PCC
482
Park Circle Company
Maryland
$443K
TH
483
TCTC Holdings
Texas
$443K
BSG
484
Black Swift Group
Colorado
$443K +$454K +20,000 New
VCP
485
Verus Capital Partners
Arizona
$443K +$20.4K +900 +5%
XWM
486
Xcel Wealth Management
Florida
$441K +$80.6K +3,550 +22%
WAAG
487
Wealth Alliance Advisory Group
Kansas
$440K
BWM
488
BankPlus Wealth Management
Mississippi
$439K +$11.2K +492 +3%
GSWM
489
Golden State Wealth Management
California
$435K +$8.74K +385 +2%
BFG
490
Baron Financial Group
New Jersey
$434K +$6.22K +274 +1%
E3F
491
Eight 31 Financial
Texas
$432K +$6.38K +281 +1%
RAM
492
Redmond Asset Management
Virginia
$430K
NP
493
NorthRock Partners
Minnesota
$428K -$185K -8,137 -30%
GVAG
494
Great Valley Advisor Group
Delaware
$427K +$62.1K +2,736 +17%
FAIM
495
Financial Advocates Investment Management
Washington
$426K -$38.6K -1,700 -8%
MIC
496
Meridian Investment Counsel
California
$425K
RA
497
RFG Advisory
Alabama
$424K -$16.7K -736 -4%
TCOV
498
Trust Company of Vermont
Vermont
$421K -$4.11K -181 -0.9%
MIM
499
Morningstar Investment Management
Illinois
$414K +$424K +18,669 New
CWP
500
Cyndeo Wealth Partners
Florida
$414K -$10.6K -468 -2%