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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
526
Aveo Capital Partners
Colorado
$194K +$191K +10,338 New
LFG
527
Lockerman Financial Group
California
$193K – – –
WRM
528
Weybosset Research & Management
Rhode Island
$193K – – –
CC
529
Centiva Capital
New York
$191K +$91.9K +4,974 +96%
LIA
530
LBMC Investment Advisors
Tennessee
$189K – – –
Acadian Asset Management
531
Acadian Asset Management
Massachusetts
$189K – – –
S
532
SignatureFD
Georgia
$188K +$1.98K +107 +1%
EC
533
Estate Counselors
Wisconsin
$188K – – –
DWA
534
Douglass Winthrop Advisors
New York
$188K +$185K +10,000 New
WPWM
535
Western Pacific Wealth Management
Illinois
$184K +$2.92K +158 +2%
EWA
536
EverSource Wealth Advisors
Alabama
$178K +$23K +1,246 +15%
HCP
537
Hexagon Capital Partners
Arkansas
$176K +$10.8K +582 +7%
HWA
538
HHM Wealth Advisors
Tennessee
$159K – – –
RIA
539
Realta Investment Advisors
Delaware
$149K +$146K +7,930 New
BBHC
540
Brown Brothers Harriman & Co
New York
$146K +$8.31K +450 +6%
WB
541
Webster Bank
Connecticut
$146K – – –
FFA
542
Farther Finance Advisors
California
$137K +$23.2K +1,256 +21%
LTI
543
Laffer Tengler Investments
Tennessee
$128K -$3.69K -200 -3%
TSWM
544
Tyler-Stone Wealth Management
Ohio
$120K +$118K +6,392 New
HPC
545
HM Payson & Co
Maine
$120K – – –
JFG
546
Jefferies Financial Group
New York
$119K -$1.62M -87,818 -93%
AIM
547
Anchor Investment Management
South Carolina
$118K +$1.85K +100 +2%
SWM
548
Sanctuary Wealth Management
Idaho
$114K +$112K +6,047 New
BWP
549
Baldwin Wealth Partners
Massachusetts
$113K – – –
MA
550
MCF Advisors
Kentucky
$113K – – –