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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
576
Autumn Glory Partners
Texas
$274K -$270K -12,535 -50%
WIA
577
World Investment Advisors
California
$274K +$10.5K +488 +4%
SMA
578
Sage Mountain Advisors
Georgia
$273K
IMA
579
Investment Management Associates
Colorado
$272K +$3.52K +163 +1%
ACC
580
Acorn Creek Capital
Colorado
$267K +$264K +12,217 New
LWM
581
Laidlaw Wealth Management
New York
$267K +$2.7K +125 +1%
CS
582
Cannell & Spears
New York
$266K -$108 -5 -0%
FBB
583
Fulton Breakefield Broenniman
Maryland
$264K
CA
584
CoreCap Advisors
Michigan
$263K +$32.9K +1,523 +14%
PA
585
Promethium Advisors
Maryland
$263K
BWP
586
Burling Wealth Partners
Illinois
$263K +$259K +12,025 New
SP
587
Stablepoint Partners
Massachusetts
$263K +$259K +12,012 New
SCTC
588
Sanibel Captiva Trust Company
Florida
$263K
DIA
589
Dana Investment Advisors
Wisconsin
$261K
PCIA
590
Prime Capital Investment Advisors
Kansas
$257K -$8.26K -383 -3%
RWA
591
Redmont Wealth Advisors
Illinois
$256K
ACM
592
Anfield Capital Management
California
$256K -$14.1K -654 -5%
TCWM
593
Total Clarity Wealth Management
Illinois
$254K +$36.1K +1,672 +17%
EIP
594
Ellis Investment Partners
Pennsylvania
$252K +$37.6K +1,743 +18%
EF
595
Empowered Funds
Pennsylvania
$252K +$249K +11,527 New
IIM
596
Ipswich Investment Management
Massachusetts
$251K -$9.17K -425 -4%
TIAA Trust, National Association
597
TIAA Trust, National Association
North Carolina
$250K -$1.42K -66 -0.6%
CAMG
598
CWA Asset Management Group
Florida
$248K +$14.5K +670 +6%
QCM
599
Quantinno Capital Management
New York
$248K +$647 +30 +0.3%
EWA
600
EverSource Wealth Advisors
Alabama
$245K +$604 +28 +0.3%