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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
476
Rhodes Investment Advisors
Texas
$367K
EW
477
Evoke Wealth
California
$365K -$100K -5,177 -20%
HT
478
Heritage Trust
Oklahoma
$364K
ANBT
479
American National Bank & Trust
Texas
$360K
PCC
480
Park Circle Company
Maryland
$360K
PIA
481
Perennial Investment Advisors
California
$360K +$4.41K +228 +1%
MA
482
MONECO Advisors
Connecticut
$358K +$44.4K +2,295 +13%
CFSG
483
Clark Financial Services Group
Missouri
$355K +$22.8K +1,179 +6%
TWM
484
Trueblood Wealth Management
Ohio
$354K -$29K -1,498 -7%
GT
485
Glenview Trust
Kentucky
$352K -$107K -5,530 -22%
WQ
486
Wealth Quarterback
New Jersey
$350K +$70.2K +3,628 +23%
PG
487
Prostatis Group
Maryland
$347K +$9.58K +495 +3%
BAG
488
Bridgewealth Advisory Group
California
$346K +$13.5K +698 +4%
WANY
489
Wealthspire Advisors (New York)
New York
$345K +$371K +19,148 New
EFG
490
Ethos Financial Group
Pennsylvania
$344K
TWM
491
Tradition Wealth Management
Minnesota
$344K +$5.5K +284 +2%
HT
492
Headlands Technologies
Illinois
$343K +$369K +19,056 New
CC
493
Commons Capital
Massachusetts
$342K
TH
494
TCTC Holdings
Texas
$342K
EWM
495
Empirical Wealth Management
Washington
$341K +$144K +7,438 +65%
MWM
496
Maridea Wealth Management
New York
$339K -$244K -12,623 -40%
Northern Trust
497
Northern Trust
Illinois
$337K -$23.6M -1,220,138 -98%
BFG
498
Beto Financial Group
Idaho
$337K
XF
499
XML Financial
Maryland
$334K +$5.15K +266 +1%
SM
500
Samjo Management
New York
$333K -$194K -10,000 -35%