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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Redmont Wealth Advisors
Illinois
$245K
FFWA
552
Forthright Family Wealth Advisory
Texas
$244K
TFA
553
Teamwork Financial Advisors
Texas
$243K +$242K +11,627 New
FB
554
Fulton Bank
Pennsylvania
$242K +$1.83K +88 +0.8%
MWA
555
Meridian Wealth Advisors
Texas
$241K +$239K +11,500 New
ACGA
556
Atlanta Consulting Group Advisors
Georgia
$241K +$239K +11,490 New
TIAA Trust, National Association
557
TIAA Trust, National Association
North Carolina
$240K +$27K +1,300 +13%
UCFA
558
United Capital Financial Advisors
Texas
$239K
WAG
559
Windsor Advisory Group
Ohio
$239K +$237K +11,402 New
QCM
560
Quantinno Capital Management
New York
$236K +$22.5K +1,083 +11%
SIG
561
Stonegate Investment Group
Alabama
$236K -$46.6K -2,245 -17%
KA
562
Kovack Advisors
Florida
$235K +$13.5K +650 +6%
EWA
563
EverSource Wealth Advisors
Alabama
$233K +$2.6K +125 +1%
CMI
564
Clare Market Investments
Texas
$233K +$769 +37 +0.3%
OPWM
565
Oakwell Private Wealth Management
Texas
$232K
MLA
566
My Legacy Advisors
Oregon
$231K -$25.5K -1,229 -10%
FA
567
Faithward Advisors
Pennsylvania
$229K -$2.64K -127 -1%
FLPIM
568
F.L. Putnam Investment Management
Massachusetts
$229K +$112K +5,373 +108%
WGC
569
Watts Gwilliam & Co
Arizona
$228K +$226K +10,873 New
SFA
570
Sequoia Financial Advisors
Ohio
$227K +$13.1K +629 +6%
VCA
571
Verdence Capital Advisors
Maryland
$227K +$225K +10,824 New
AI
572
Accredited Investors
Minnesota
$225K
EM
573
ELCO Management
New York
$224K -$2.08K -100 -0.9%
CWP
574
Core Wealth Partners
California
$224K
CAMG
575
CWA Asset Management Group
Florida
$223K +$221K +10,659 New