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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CL
476
Choreo LLC
Illinois
$447K +$6.42K +302 +2%
FFWM
477
Future Financial Wealth Management
Ohio
$446K
HT
478
Heritage Trust
Oklahoma
$443K
PCIA
479
Prime Capital Investment Advisors
Kansas
$443K -$157K -7,388 -27%
PCG
480
Prosperity Consulting Group
Maryland
$439K -$34.2K -1,610 -7%
PCC
481
Park Circle Company
Maryland
$439K
TH
482
TCTC Holdings
Texas
$439K
OIA
483
OneDigital Investment Advisors
Kansas
$438K -$77.8K -3,660 -15%
E3F
484
Eight 31 Financial
Texas
$438K +$9.08K +427 +2%
PP
485
PDS Planning
Ohio
$437K +$79.3K +3,730 +23%
BFG
486
Baron Financial Group
New Jersey
$436K +$5.98K +281 +1%
WAAG
487
Wealth Alliance Advisory Group
Kansas
$436K
MIC
488
Meridian Investment Counsel
California
$428K +$6.38K +300 +2%
FW
489
FullCircle Wealth
Texas
$427K
RAM
490
Redmond Asset Management
Virginia
$426K
IF
491
Intrua Financial
Texas
$425K +$28.8K +1,355 +8%
NP
492
NorthRock Partners
Minnesota
$424K
KWA
493
Kingswood Wealth Advisors
California
$419K -$58.1K -2,730 -13%
MCM
494
MAI Capital Management
Ohio
$419K +$41.8K +1,967 +12%
VHAM
495
Van Hulzen Asset Management
California
$415K +$402K +18,900 New
RA
496
RFG Advisory
Alabama
$414K -$5.34K -251 -1%
PWA
497
PCG Wealth Advisors
Kansas
$409K -$72K -3,385 -15%
GCM
498
Generation Capital Management
New York
$408K
OP
499
ORG Partners
Indiana
$407K +$161K +7,549 +69%
TWM
500
Tradition Wealth Management
Minnesota
$405K -$3.36K -158 -0.9%