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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Cyndeo Wealth Partners
Florida
$414K -$10.6K -468 -2%
CWS
502
Cypress Wealth Services
California
$413K +$4.88K +215 +1%
GCM
503
Generation Capital Management
New York
$412K -$3.4K -150 -0.8%
TWM
504
Tradition Wealth Management
Minnesota
$412K +$4.83K +213 +1%
FCA
505
Fortis Capital Advisors
Kansas
$410K +$28K +1,232 +7%
FW
506
FullCircle Wealth
Texas
$405K +$433K +19,071 New
XF
507
XML Financial
Maryland
$399K +$8.42K +371 +2%
IF
508
Intrua Financial
Texas
$398K +$54K +2,377 +15%
PFS
509
Prospera Financial Services
Texas
$394K +$26.1K +1,151 +7%
LA
510
LVW Advisors
New York
$388K +$2.68K +118 +0.7%
CCC
511
Compass Capital Corp
Massachusetts
$379K – – –
MCM
512
MAI Capital Management
Ohio
$379K -$23 -1 -0%
FWP
513
FAS Wealth Partners
Kansas
$379K -$39K -1,718 -9%
CA
514
Callahan Advisors
Texas
$377K +$386K +17,027 New
DIG
515
DeepCurrents Investment Group
New York
$377K – – –
CRWM
516
Castle Rock Wealth Management
California
$377K – – –
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$376K +$31.7K +1,396 +9%
QCM
518
Quantinno Capital Management
New York
$375K +$128K +5,622 +50%
AFC
519
Adaptive Financial Consulting
Ohio
$373K – – –
CAS
520
CTC Alternative Strategies
Illinois
$372K +$381K +16,800 New
OIA
521
Optimum Investment Advisors
Illinois
$371K -$23.8K -1,050 -6%
CFSG
522
Clark Financial Services Group
Missouri
$371K +$149K +6,543 +64%
FA
523
Fiduciary Alliance
South Carolina
$371K -$33.3K -1,466 -8%
MMA
524
Miracle Mile Advisors
California
$370K -$23.5K -1,036 -6%
DLCIG
525
D.L. Carlson Investment Group
New Hampshire
$366K -$22.4K -988 -6%