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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
526
Visionary Wealth Advisors
Illinois
$309K +$61.7K +2,777 +22%
SI
527
Severin Investments
Missouri
$309K +$4.18K +188 +1%
MWA
528
Merkkuri Wealth Advisors
New York
$309K
VAS
529
Vestmark Advisory Solutions
Massachusetts
$308K +$335K +15,094 New
DLCIG
530
D.L. Carlson Investment Group
New Hampshire
$306K +$68.2K +3,068 +26%
SWMG
531
Stillwater Wealth Management Group
Florida
$306K +$333K +14,975 New
ORC
532
O'Rourke & Company
Massachusetts
$305K +$4.2K +189 +1%
BCM
533
Beck Capital Management
Texas
$305K +$5.69K +256 +2%
BA
534
Bard Associates
Illinois
$303K -$145K -6,514 -30%
FCM
535
Firestone Capital Management
Florida
$303K
ACC
536
Acorn Creek Capital
Colorado
$300K +$27.8K +1,250 +9%
DWM
537
Diversify Wealth Management
Utah
$297K -$12.9K -581 -4%
CRWM
538
Castle Rock Wealth Management
California
$296K +$7.22K +325 +2%
SC
539
Scotia Capital
Ontario, Canada
$294K -$16.6K -745 -5%
QCG
540
Quadrant Capital Group
Ohio
$290K +$9.13K +411 +3%
OPWM
541
Oregon Pacific Wealth Management
Oregon
$289K -$6.47K -291 -2%
BW
542
BIP Wealth
Georgia
$286K -$285K -12,817 -48%
HP
543
Highlander Partners
Texas
$286K
SAM
544
Secure Asset Management
Michigan
$278K
TPA
545
Trivium Point Advisory
Connecticut
$275K +$299K +13,461 New
BAG
546
Bridgewealth Advisory Group
California
$274K +$13.3K +600 +5%
Northwestern Mutual Wealth Management
547
Northwestern Mutual Wealth Management
Wisconsin
$273K +$23.8K +1,073 +9%
BSG
548
Black Swift Group
Colorado
$272K -$203K -9,150 -41%
KCM
549
Kornitzer Capital Management
Kansas
$272K +$7.04K +317 +2%
SWA
550
Strategies Wealth Advisors
Michigan
$272K +$79.4K +3,572 +37%