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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
501
Vista Investment Management
Pennsylvania
$315K +$9.35K +450 +3%
WKWM
502
Walter & Keenan Wealth Management
Indiana
$314K
CH
503
Canton Hathaway
Rhode Island
$314K
CMAI
504
Capital Management Associates Inc
Minnesota
$311K -$65K -3,130 -17%
FCM
505
Firestone Capital Management
Florida
$311K
WB
506
Webster Bank
Connecticut
$310K -$25.5K -1,230 -8%
LC
507
Lindbrook Capital
California
$309K -$71.8K -3,459 -19%
SAM
508
Secure Asset Management
Michigan
$308K +$79.8K +3,840 +35%
CW
509
CIC Wealth
Maryland
$303K
TCOV
510
Trust Company of Vermont
Vermont
$301K
Envestnet Portfolio Solutions
511
Envestnet Portfolio Solutions
Illinois
$300K +$21.3K +1,027 +8%
VCP
512
Verus Capital Partners
Arizona
$300K +$48.4K +2,331 +19%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$297K +$34.5K +1,660 +13%
EFG
514
Ethos Financial Group
Pennsylvania
$296K -$499 -24 -0.2%
MCA
515
Millennium Capital Advisors
Arkansas
$296K
FAFN
516
First Affirmative Financial Network
Colorado
$295K +$292K +14,071 New
HP
517
Highlander Partners
Texas
$294K
LSAG
518
Lake Street Advisors Group
New Hampshire
$293K -$171K -8,250 -37%
SC
519
Scotia Capital
Ontario, Canada
$292K +$290K +13,950 New
MA
520
MONECO Advisors
Connecticut
$288K -$26K -1,253 -8%
ORC
521
O'Rourke & Company
Massachusetts
$283K +$28.4K +1,365 +11%
BCA
522
Bay Colony Advisors
Massachusetts
$280K -$478 -23 -0.2%
GC
523
Grimes & Company
Massachusetts
$277K +$69K +3,320 +34%
VAF
524
Values Added Financial
District of Columbia
$276K +$274K +13,200 New
TSWM
525
Tyler-Stone Wealth Management
Ohio
$275K +$139K +6,704 +104%