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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Mission Wealth Management
California
$208K +$203K +10,401 New
KA
552
KLCM Advisors
Wisconsin
$208K
LFG
553
Lockerman Financial Group
California
$206K
XWM
554
Xcel Wealth Management
Florida
$203K
LIA
555
LBMC Investment Advisors
Tennessee
$202K
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
$201K +$196K +10,024 New
BJL
557
Brighton Jones LLC
Washington
$201K -$2.19K -112 -1%
DWA
558
Douglass Winthrop Advisors
New York
$200K
EC
559
Estate Counselors
Wisconsin
$200K
MPCA
560
Madison Park Capital Advisors
Washington
$200K +$195K +10,000 New
PI
561
PFG Investments
New York
$200K +$195K +9,993 New
HCP
562
Hexagon Capital Partners
Arkansas
$193K -$1.33K -68 -0.7%
RFS
563
Richardson Financial Services
Massachusetts
$189K +$184K +9,420 New
OCM
564
Orion Capital Management
California
$188K -$9.75K -500 -5%
S
565
SignatureFD
Georgia
$187K +$31.2K +1,598 +21%
EWA
566
EverSource Wealth Advisors
Alabama
$183K -$6.83K -350 -4%
HT
567
Headlands Technologies
Illinois
$172K +$168K +8,607 New
HWA
568
HHM Wealth Advisors
Tennessee
$166K -$3.8K -195 -2%
PS
569
Principal Securities
Iowa
$161K +$157K +8,030 New
AI
570
AXS Investments
New York
$160K
CIA
571
Cape Investment Advisory
Georgia
$159K +$117K +5,982 +306%
BBHC
572
Brown Brothers Harriman & Co
New York
$156K
BFEC
573
Benjamin F. Edwards & Company
Missouri
$144K +$121K +6,191 +615%
EC
574
EntryPoint Capital
New York
$137K +$133K +6,820 New
BWP
575
Baldwin Wealth Partners
Massachusetts
$135K +$14K +717 +12%