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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SI
551
Severin Investments
Missouri
$308K +$304K +14,078 New
OAM
552
Oxford Asset Management
United Kingdom
$308K +$303K +14,056 New
IAN
553
Integrated Advisors Network
Texas
$308K +$303K +14,052 New
HP
554
Highlander Partners
Texas
$306K
LSAG
555
Lake Street Advisors Group
New Hampshire
$306K
IIA
556
IPG Investment Advisors
California
$303K +$28K +1,300 +10%
SEIA
557
Signature Estate & Investment Advisors
California
$299K +$295K +13,670 New
KA
558
Kovack Advisors
Florida
$299K +$52.3K +2,423 +22%
Envestnet Portfolio Solutions
559
Envestnet Portfolio Solutions
Illinois
$298K -$15.4K -712 -5%
VIM
560
Vista Investment Management
Pennsylvania
$297K -$31.9K -1,480 -10%
MWA
561
Meridian Wealth Advisors
Texas
$296K +$43.1K +2,000 +17%
BCA
562
Bay Colony Advisors
Massachusetts
$294K +$1.73K +80 +0.6%
TSWM
563
Tyler-Stone Wealth Management
Ohio
$293K +$5.5K +255 +2%
SIC
564
Sage Investment Counsel
Tennessee
$293K +$289K +13,390 New
MA
565
MONECO Advisors
Connecticut
$293K -$8.07K -374 -3%
WAP
566
Wealthcare Advisory Partners
Pennsylvania
$293K +$20.8K +964 +8%
WPWM
567
Western Pacific Wealth Management
Illinois
$291K +$30.4K +1,410 +12%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$8.41K +390 +3%
DWM
569
Diversify Wealth Management
Utah
$288K +$282K +13,086 New
PP
570
PDS Planning
Ohio
$287K +$283K +13,103 New
SMA
571
Seven Mile Advisory
New Jersey
$285K
KCM
572
Kornitzer Capital Management
Kansas
$284K
DWA
573
Douglass Winthrop Advisors
New York
$284K
FNBT
574
FineMark National Bank & Trust
Florida
$283K +$279K +12,941 New
VWA
575
Visionary Wealth Advisors
Illinois
$277K +$273K +12,635 New