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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
501
Cypress Wealth Services
California
$413K +$4.88K +215 +1%
GCM
502
Generation Capital Management
New York
$412K -$3.4K -150 -0.8%
TWM
503
Tradition Wealth Management
Minnesota
$412K +$4.83K +213 +1%
FCA
504
Fortis Capital Advisors
Kansas
$410K +$28K +1,232 +7%
FW
505
FullCircle Wealth
Texas
$405K +$433K +19,071 New
XF
506
XML Financial
Maryland
$399K +$8.42K +371 +2%
IF
507
Intrua Financial
Texas
$398K +$54K +2,377 +15%
PFS
508
Prospera Financial Services
Texas
$394K +$26.1K +1,151 +7%
LA
509
LVW Advisors
New York
$388K +$2.68K +118 +0.7%
CCC
510
Compass Capital Corp
Massachusetts
$379K
MCM
511
MAI Capital Management
Ohio
$379K -$23 -1 -0%
FWP
512
FAS Wealth Partners
Kansas
$379K -$39K -1,718 -9%
CA
513
Callahan Advisors
Texas
$377K +$386K +17,027 New
DIG
514
DeepCurrents Investment Group
New York
$377K
CRWM
515
Castle Rock Wealth Management
California
$377K
Bank of Montreal
516
Bank of Montreal
Ontario, Canada
$376K +$31.7K +1,396 +9%
QCM
517
Quantinno Capital Management
New York
$375K +$128K +5,622 +50%
AFC
518
Adaptive Financial Consulting
Ohio
$373K
CAS
519
CTC Alternative Strategies
Illinois
$372K +$381K +16,800 New
OIA
520
Optimum Investment Advisors
Illinois
$371K -$23.8K -1,050 -6%
CFSG
521
Clark Financial Services Group
Missouri
$371K +$149K +6,543 +64%
FA
522
Fiduciary Alliance
South Carolina
$371K -$33.3K -1,466 -8%
MMA
523
Miracle Mile Advisors
California
$370K -$23.5K -1,036 -6%
DLCIG
524
D.L. Carlson Investment Group
New Hampshire
$366K -$22.4K -988 -6%
LA
525
LexAurum Advisors
Kansas
$366K +$375K +16,518 New