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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
526
Seven Mile Advisory
New Jersey
$272K – – –
SWM
527
Segment Wealth Management
Texas
$272K – – –
KCM
528
Kornitzer Capital Management
Kansas
$272K +$270K +12,994 New
WAM
529
Worth Asset Management
Texas
$272K -$706 -34 -0.3%
DWA
530
Douglass Winthrop Advisors
New York
$272K – – –
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$61.2K -2,948 -19%
BCM
532
Brookstone Capital Management
Illinois
$266K +$264K +12,696 New
MMA
533
Miracle Mile Advisors
California
$263K +$3.63K +175 +1%
IIA
534
IPG Investment Advisors
California
$262K -$20.8K -1,000 -7%
SMA
535
Sage Mountain Advisors
Georgia
$261K – – –
CA
536
Cornerstone Advisory
Maryland
$260K -$2.45K -118 -0.9%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$260K -$159K -7,646 -38%
ACM
538
Anfield Capital Management
California
$258K +$21.7K +1,044 +9%
IMA
539
Investment Management Associates
Colorado
$257K – – –
CS
540
Cannell & Spears
New York
$255K +$2.6K +125 +1%
NAS
541
NWF Advisory Services
California
$254K +$22K +1,061 +10%
PCIA
542
Prime Capital Investment Advisors
Kansas
$254K -$6.17K -297 -2%
FBB
543
Fulton Breakefield Broenniman
Maryland
$253K – – –
LWM
544
Laidlaw Wealth Management
New York
$252K +$250K +12,050 New
WIA
545
World Investment Advisors
California
$252K +$250K +12,033 New
PA
546
Promethium Advisors
Maryland
$252K +$250K +12,025 New
SCTC
547
Sanibel Captiva Trust Company
Florida
$251K – – –
DIA
548
Dana Investment Advisors
Wisconsin
$250K – – –
WPWM
549
Western Pacific Wealth Management
Illinois
$249K +$6.38K +307 +3%
Wealthfront Advisers
550
Wealthfront Advisers
California
$249K +$247K +11,879 New