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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BW
501
BIP Wealth
Georgia
$279K +$839 +43 +0.3%
FG
502
Fiduciary Group
Georgia
$277K +$5.85K +300 +2%
PWM
503
Purus Wealth Management
California
$273K -$42.2K -2,164 -14%
VIM
504
Vista Investment Management
Pennsylvania
$272K
SHFA
505
SS&H Financial Advisors
Michigan
$269K
CP
506
Camelot Portfolios
Ohio
$268K +$21.4K +1,098 +9%
WB
507
Webster Bank
Connecticut
$268K +$87.7K +4,495 +51%
MFG
508
Merit Financial Group
Georgia
$267K -$8.6M -440,957 -97%
RWA
509
Redmont Wealth Advisors
Illinois
$261K +$254K +13,027 New
IIM
510
Ipswich Investment Management
Massachusetts
$261K -$19.5K -1,000 -7%
SMA
511
Seven Mile Advisory
New Jersey
$260K
SWM
512
Segment Wealth Management
Texas
$260K
GAA
513
Global Assets Advisory
Florida
$259K +$48.3K +2,475 +24%
CL
514
Choreo LLC
Illinois
$259K +$52.1K +2,671 +26%
FB
515
Fulton Bank
Pennsylvania
$258K -$3.41K -175 -1%
BCA
516
Bay Colony Advisors
Massachusetts
$256K +$11.8K +605 +5%
Northwestern Mutual Wealth Management
517
Northwestern Mutual Wealth Management
Wisconsin
$255K +$155K +7,928 +166%
TWM
518
TMD Wealth Management
Arizona
$254K -$128K -6,550 -34%
AGP
519
Autumn Glory Partners
Texas
$253K +$244K +12,535 New
TC
520
Telemus Capital
Michigan
$247K -$14.6K -750 -6%
IMA
521
Investment Management Associates
Colorado
$245K
FNT
522
First National Trust
Pennsylvania
$244K
SWP
523
Significant Wealth Partners
Illinois
$243K +$236K +12,124 New
MMA
524
Miracle Mile Advisors
California
$241K +$6.71K +344 +3%
EM
525
ELCO Management
New York
$240K