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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Mission Wealth Management
California
$222K +$5.07K +250 +2%
KFA
552
Kelleher Financial Advisors
New York
$222K
AF
553
Allworth Financial
California
$220K -$17.2K -847 -7%
KLCM
554
KG&L Capital Management
Louisiana
$219K
AFO
555
Allie Family Office
Florida
$219K
EAM
556
Evanson Asset Management
California
$217K -$9.82K -485 -4%
KA
557
KLCM Advisors
Wisconsin
$216K
LFG
558
Lockerman Financial Group
California
$214K
BJL
559
Brighton Jones LLC
Washington
$214K +$5.27K +260 +3%
SMA
560
Sage Mountain Advisors
Georgia
$213K +$207K +10,213 New
WG
561
Wealth Group
North Carolina
$211K +$206K +10,146 New
LIA
562
LBMC Investment Advisors
Tennessee
$210K
MPCA
563
Madison Park Capital Advisors
Washington
$208K
NSIM
564
North Star Investment Management
Illinois
$208K +$203K +10,000 New
SAS
565
Stelac Advisory Services
New York
$208K +$203K +10,000 New
CWA
566
Clarus Wealth Advisors
Arizona
$206K -$12.7K -627 -6%
EWA
567
Emergent Wealth Advisors
New York
$205K -$217K -10,717 -52%
QCM
568
Quantinno Capital Management
New York
$201K +$196K +9,652 New
FFP
569
FourThought Financial Partners
Florida
$200K +$195K +9,610 New
OCM
570
Orion Capital Management
California
$196K
HCP
571
Hexagon Capital Partners
Arkansas
$195K -$5.94K -293 -3%
Fifth Third Bancorp
572
Fifth Third Bancorp
Ohio
$192K +$91.1K +4,496 +95%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$188K +$37.1K +1,831 +25%
EWA
574
EverSource Wealth Advisors
Alabama
$180K -$7.72K -381 -4%
HWA
575
HHM Wealth Advisors
Tennessee
$167K -$5.75K -284 -3%