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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
576
Bridgewealth Advisory Group
California
$282K +$273K +12,830 New
TCA
577
Transcend Capital Advisors
New Jersey
$282K -$1.4M -65,717 -84%
PFGIA
578
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$14.4K -679 -5%
CA
579
CoreCap Advisors
Michigan
$280K -$13K -609 -5%
NAS
580
NWF Advisory Services
California
$280K -$27.5K -1,293 -9%
CWP
581
Cyndeo Wealth Partners
Florida
$279K -$128K -5,997 -32%
AGP
582
Autumn Glory Partners
Texas
$275K
VM
583
VPR Management
Texas
$275K +$266K +12,500 New
VWA
584
Visionary Wealth Advisors
Illinois
$271K -$11.8K -556 -4%
Northwestern Mutual Wealth Management
585
Northwestern Mutual Wealth Management
Wisconsin
$271K -$149 -7 -0.1%
NPT
586
National Philanthropic Trust
Pennsylvania
$270K
S
587
Steadtrust
Texas
$270K +$261K +12,280 New
AQR Capital Management
588
AQR Capital Management
Connecticut
$266K -$92.9K -4,369 -26%
FBB
589
Fulton Breakefield Broenniman
Maryland
$266K +$1.06K +50 +0.4%
CWA
590
Clarus Wealth Advisors
Arizona
$266K -$16.7K -787 -6%
PA
591
Prossimo Advisors
California
$265K -$189K -8,866 -42%
SCTC
592
Sanibel Captiva Trust Company
Florida
$264K
TIAA Trust, National Association
593
TIAA Trust, National Association
North Carolina
$263K -$14.7K -693 -5%
DLCIG
594
D.L. Carlson Investment Group
New Hampshire
$262K -$98K -4,608 -28%
PWP
595
Principle Wealth Partners
Connecticut
$257K +$249K +11,710 New
PA
596
Promethium Advisors
Maryland
$254K +$42.5K +2,000 +21%
VIM
597
Vista Investment Management
Pennsylvania
$254K -$8.85K -416 -3%
WIA
598
World Investment Advisors
California
$253K -$25.1K -1,178 -9%
KOC
599
Koss-Olinger Consulting
Florida
$253K +$245K +11,535 New
S
600
SignatureFD
Georgia
$253K +$28.5K +1,342 +13%