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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Sigma Investment Counselors
Michigan
$225K +$224K +11,555 New
IA
502
IFG Advisory
Georgia
$223K +$465 +24 +0.2%
WEG
503
World Equity Group
Illinois
$222K +$1.16K +60 +0.5%
OPWM
504
Oakwell Private Wealth Management
Texas
$217K
AF
505
Allworth Financial
California
$214K +$4.54K +234 +2%
WSFS
506
Wilmington Savings Fund Society
Delaware
$214K
KFA
507
Kelleher Financial Advisors
New York
$213K +$212K +10,945 New
CWP
508
Core Wealth Partners
California
$208K
DIA
509
Dana Investment Advisors
Wisconsin
$206K
KLCM
510
KG&L Capital Management
Louisiana
$205K +$1.94K +100 +1%
AFO
511
Allie Family Office
Florida
$204K
EAM
512
Evanson Asset Management
California
$204K -$3.35K -173 -2%
GAA
513
Global Assets Advisory
Florida
$204K +$203K +10,463 New
RW
514
RVW Wealth
California
$203K -$16.4K -846 -7%
ACP
515
Aveo Capital Partners
Colorado
$203K +$1.71K +88 +0.9%
KA
516
KLCM Advisors
Wisconsin
$202K
BCM
517
Beck Capital Management
Texas
$201K +$200K +10,312 New
LFG
518
Lockerman Financial Group
California
$200K -$116 -6 -0.1%
TCWM
519
Total Clarity Wealth Management
Illinois
$200K +$199K +10,265 New
CL
520
Choreo LLC
Illinois
$199K +$199K +10,245 New
MA
521
MKT Advisors
California
$198K -$11.6K -600 -5%
XWM
522
Xcel Wealth Management
Florida
$198K +$197K +10,150 New
BJL
523
Brighton Jones LLC
Washington
$197K +$196K +10,126 New
RWM
524
Revisor Wealth Management
Ohio
$196K +$195K +10,056 New
DWA
525
Douglass Winthrop Advisors
New York
$195K