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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
501
Millennium Capital Advisors
Arkansas
$295K
HP
502
Highlander Partners
Texas
$284K -$89.1K -4,264 -23%
IIA
503
IPG Investment Advisors
California
$282K -$40.2K -1,926 -12%
SIG
504
Stonegate Investment Group
Alabama
$281K +$32.1K +1,538 +13%
BCA
505
Bay Colony Advisors
Massachusetts
$279K -$7.21K -345 -3%
Envestnet Portfolio Solutions
506
Envestnet Portfolio Solutions
Illinois
$278K +$27.7K +1,328 +11%
MCM
507
MAI Capital Management
Ohio
$273K -$15.6K -748 -5%
WAM
508
Worth Asset Management
Texas
$271K +$272K +13,025 New
SMA
509
Seven Mile Advisory
New Jersey
$271K
SWM
510
Segment Wealth Management
Texas
$271K
IIM
511
Ipswich Investment Management
Massachusetts
$270K -$1.04K -50 -0.4%
DWA
512
Douglass Winthrop Advisors
New York
$270K
WSFS
513
Wilmington Savings Fund Society
Delaware
$266K +$36.8K +1,761 +16%
WP
514
WealthPLAN Partners
Nebraska
$262K -$112K -5,374 -30%
CA
515
Cornerstone Advisory
Maryland
$261K -$31.3K -1,500 -11%
AGP
516
Autumn Glory Partners
Texas
$261K
Northwestern Mutual Wealth Management
517
Northwestern Mutual Wealth Management
Wisconsin
$261K -$101K -4,827 -28%
GVAG
518
Great Valley Advisor Group
Delaware
$260K -$7.85K -376 -3%
SMA
519
Sage Mountain Advisors
Georgia
$260K +$47.4K +2,271 +22%
PCIA
520
Prime Capital Investment Advisors
Kansas
$259K -$56.5K -2,703 -18%
MMA
521
Miracle Mile Advisors
California
$258K +$7.12K +341 +3%
IMA
522
Investment Management Associates
Colorado
$255K
MLA
523
My Legacy Advisors
Oregon
$255K -$38.1K -1,825 -13%
CP
524
Camelot Portfolios
Ohio
$254K +$255K +12,189 New
ORC
525
O'Rourke & Company
Massachusetts
$253K +$1.17K +56 +0.5%