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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
551
Ipswich Investment Management
Massachusetts
$249K -$22.8K -1,100 -8%
HWA
552
Heritage Wealth Advisors
Virginia
$248K – – –
RWA
553
Redmont Wealth Advisors
Illinois
$245K – – –
FFWA
554
Forthright Family Wealth Advisory
Texas
$244K – – –
TFA
555
Teamwork Financial Advisors
Texas
$243K +$242K +11,627 New
FB
556
Fulton Bank
Pennsylvania
$242K +$1.83K +88 +0.8%
MWA
557
Meridian Wealth Advisors
Texas
$241K +$239K +11,500 New
ACGA
558
Atlanta Consulting Group Advisors
Georgia
$241K +$239K +11,490 New
TIAA Trust, National Association
559
TIAA Trust, National Association
North Carolina
$240K +$27K +1,300 +13%
UCFA
560
United Capital Financial Advisors
Texas
$239K – – –
WAG
561
Windsor Advisory Group
Ohio
$239K +$237K +11,402 New
QCM
562
Quantinno Capital Management
New York
$236K +$22.5K +1,083 +11%
SIG
563
Stonegate Investment Group
Alabama
$236K -$46.6K -2,245 -17%
KA
564
Kovack Advisors
Florida
$235K +$13.5K +650 +6%
EWA
565
EverSource Wealth Advisors
Alabama
$233K +$2.6K +125 +1%
CMI
566
Clare Market Investments
Texas
$233K +$769 +37 +0.3%
OPWM
567
Oakwell Private Wealth Management
Texas
$232K – – –
MLA
568
My Legacy Advisors
Oregon
$231K -$25.5K -1,229 -10%
FA
569
Faithward Advisors
Pennsylvania
$229K -$2.64K -127 -1%
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$229K +$112K +5,373 +108%
WGC
571
Watts Gwilliam & Co
Arizona
$228K +$226K +10,873 New
SFA
572
Sequoia Financial Advisors
Ohio
$227K +$13.1K +629 +6%
VCA
573
Verdence Capital Advisors
Maryland
$227K +$225K +10,824 New
AI
574
Accredited Investors
Minnesota
$225K – – –
EM
575
ELCO Management
New York
$224K -$2.08K -100 -0.9%