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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
526
O'Rourke & Company
Massachusetts
$253K +$1.17K +56 +0.5%
FBB
527
Fulton Breakefield Broenniman
Maryland
$252K +$252K +12,082 New
CS
528
Cannell & Spears
New York
$251K -$23K -1,100 -8%
SW
529
SVB Wealth
Massachusetts
$251K -$110K -5,262 -30%
SCTC
530
Sanibel Captiva Trust Company
Florida
$250K – – –
VCP
531
Verus Capital Partners
Arizona
$250K +$250K +11,976 New
DIA
532
Dana Investment Advisors
Wisconsin
$248K – – –
XWM
533
Xcel Wealth Management
Florida
$248K +$8.36K +400 +3%
HWA
534
Heritage Wealth Advisors
Virginia
$247K -$6.27K -300 -2%
RWA
535
Redmont Wealth Advisors
Illinois
$244K -$26.8K -1,285 -10%
WPWM
536
Western Pacific Wealth Management
Illinois
$242K +$272 +13 +0.1%
FB
537
Fulton Bank
Pennsylvania
$239K -$5.35K -256 -2%
EWM
538
Elevatus Welath Management
New York
$238K – – –
UCFA
539
United Capital Financial Advisors
Texas
$238K -$228K -10,928 -49%
ACM
540
Anfield Capital Management
California
$235K -$2.3M -110,297 -91%
SG Americas Securities
541
SG Americas Securities
New York
$235K -$924K -44,228 -80%
GT
542
Glenmede Trust
Pennsylvania
$233K – – –
OPWM
543
Oakwell Private Wealth Management
Texas
$231K -$606 -29 -0.3%
TPA
544
Trivium Point Advisory
Connecticut
$231K +$232K +11,099 New
CMI
545
Clare Market Investments
Texas
$231K +$232K +11,094 New
EWA
546
EverSource Wealth Advisors
Alabama
$231K +$47.5K +2,275 +26%
NAS
547
NWF Advisory Services
California
$231K +$6.14K +294 +3%
FA
548
Faithward Advisors
Pennsylvania
$231K -$54K -2,583 -19%
FFWA
549
Forthright Family Wealth Advisory
Texas
$229K – – –
GSEP
550
Golden State Equity Partners
California
$227K +$228K +10,914 New