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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$346K -$7.96K -369 -2%
BCM
527
Beck Capital Management
Texas
$343K +$7.44K +345 +2%
IF
528
Intrua Financial
Texas
$342K -$40K -1,853 -11%
Bank of Montreal
529
Bank of Montreal
Ontario, Canada
$341K -$71.7K -3,325 -18%
AQR Capital Management
530
AQR Capital Management
Connecticut
$339K +$334K +15,502 New
CD
531
Chapin Davis
Maryland
$338K
Wealthfront Advisers
532
Wealthfront Advisers
California
$336K +$74.8K +3,468 +29%
JTWM
533
Jackson Thornton Wealth Management
Alabama
$334K +$329K +15,272 New
WP
534
WealthPLAN Partners
Nebraska
$334K -$54.9K -2,543 -14%
MNBTD
535
Moody National Bank Trust Division
Texas
$332K -$690 -32 -0.2%
MWA
536
Merkkuri Wealth Advisors
New York
$331K +$22 +1 +0%
SAM
537
Secure Asset Management
Michigan
$329K +$6.8K +315 +2%
PFPT
538
Pinnacle Financial Partners (Tennessee)
Tennessee
$327K
FCM
539
Firestone Capital Management
Florida
$325K
WB
540
Webster Bank
Connecticut
$324K
OPWM
541
Oregon Pacific Wealth Management
Oregon
$321K +$317K +14,679 New
CF
542
Centaurus Financial
California
$321K -$9.13K -423 -3%
ORC
543
O'Rourke & Company
Massachusetts
$320K +$24.2K +1,124 +8%
KI
544
Kapitalo Investimentos
Brazil
$317K +$312K +14,478 New
Thrivent Financial for Lutherans
545
Thrivent Financial for Lutherans
Minnesota
$314K +$314K +14,544 New
SOS
546
Silver Oak Securities
Tennessee
$310K +$305K +14,139 New
BOPW
547
Brandywine Oak Private Wealth
Pennsylvania
$310K -$106K -4,935 -26%
EFG
548
Ethos Financial Group
Pennsylvania
$310K
MCA
549
Millennium Capital Advisors
Arkansas
$309K
CA
550
Cornerstone Advisory
Maryland
$309K +$18.1K +839 +7%