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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
551
Principal Street Partners
Tennessee
$309K -$70.6K -3,500 -19%
CC
552
Clearwave Capital
California
$306K +$305K +15,120 New
OIA
553
OneDigital Investment Advisors
Kansas
$304K -$166K -8,251 -35%
AA
554
Advisory Advocates
Michigan
$301K +$300K +14,856 New
FCM
555
Firestone Capital Management
Florida
$300K
CWS
556
Cypress Wealth Services
California
$300K -$54.3K -2,694 -15%
DLCIG
557
D.L. Carlson Investment Group
New Hampshire
$294K -$8.88K -440 -3%
GCP
558
GSA Capital Partners
United Kingdom
$293K +$293K +14,505 New
CFA
559
CWS Financial Advisors
Michigan
$291K +$69.5K +3,447 +32%
GSEP
560
Golden State Equity Partners
California
$289K +$68.5K +3,397 +31%
SFA
561
Sequoia Financial Advisors
Ohio
$286K +$65.9K +3,265 +30%
PCA
562
Purkiss Capital Advisors
Connecticut
$285K +$22K +1,093 +8%
SP
563
Successful Portfolios
Florida
$284K +$46K +2,278 +20%
ORC
564
O'Rourke & Company
Massachusetts
$284K -$18.1K -897 -6%
BW
565
BIP Wealth
Georgia
$283K
HP
566
Highlander Partners
Texas
$283K
SI
567
Severin Investments
Missouri
$283K -$22.7K -1,123 -7%
VWA
568
Visionary Wealth Advisors
Illinois
$280K -$25.8K -1,278 -8%
OPWM
569
Oregon Pacific Wealth Management
Oregon
$278K -$8.86K -439 -3%
NSIM
570
North Star Investment Management
Illinois
$278K +$65.3K +3,236 +31%
TPA
571
Trivium Point Advisory
Connecticut
$277K +$4.54K +225 +2%
WAM
572
Worth Asset Management
Texas
$272K -$65.3K -3,237 -19%
Verition Fund Management
573
Verition Fund Management
Connecticut
$271K -$2.07M -102,541 -88%
KCM
574
Kornitzer Capital Management
Kansas
$269K
RA
575
RFG Advisory
Alabama
$265K -$68.6K -3,400 -21%