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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Aire Advisors
California
$295K +$310K +14,857 New
MCA
502
Millennium Capital Advisors
Arkansas
$295K – – –
HP
503
Highlander Partners
Texas
$284K -$89.1K -4,264 -23%
IIA
504
IPG Investment Advisors
California
$282K -$40.2K -1,926 -12%
SIG
505
Stonegate Investment Group
Alabama
$281K +$32.1K +1,538 +13%
BCA
506
Bay Colony Advisors
Massachusetts
$279K -$7.21K -345 -3%
Envestnet Portfolio Solutions
507
Envestnet Portfolio Solutions
Illinois
$278K +$27.7K +1,328 +11%
MCM
508
MAI Capital Management
Ohio
$273K -$15.6K -748 -5%
WAM
509
Worth Asset Management
Texas
$271K +$272K +13,025 New
SMA
510
Seven Mile Advisory
New Jersey
$271K – – –
SWM
511
Segment Wealth Management
Texas
$271K – – –
IIM
512
Ipswich Investment Management
Massachusetts
$270K -$1.04K -50 -0.4%
DWA
513
Douglass Winthrop Advisors
New York
$270K – – –
WSFS
514
Wilmington Savings Fund Society
Delaware
$266K +$36.8K +1,761 +16%
WP
515
WealthPLAN Partners
Nebraska
$262K -$112K -5,374 -30%
CA
516
Cornerstone Advisory
Maryland
$261K -$31.3K -1,500 -11%
AGP
517
Autumn Glory Partners
Texas
$261K – – –
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$261K -$101K -4,827 -28%
GVAG
519
Great Valley Advisor Group
Delaware
$260K -$7.85K -376 -3%
SMA
520
Sage Mountain Advisors
Georgia
$260K +$47.4K +2,271 +22%
PCIA
521
Prime Capital Investment Advisors
Kansas
$259K -$56.5K -2,703 -18%
MMA
522
Miracle Mile Advisors
California
$258K +$7.12K +341 +3%
IMA
523
Investment Management Associates
Colorado
$255K – – –
MLA
524
My Legacy Advisors
Oregon
$255K -$38.1K -1,825 -13%
CP
525
Camelot Portfolios
Ohio
$254K +$255K +12,189 New