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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
576
Diversify Wealth Management
Utah
$265K -$32.4K -1,608 -11%
SC
577
Sepio Capital
Utah
$263K +$262K +13,000 New
LNWTC
578
Laird Norton Wetherby Trust Company
Washington
$258K +$257K +12,755 New
SEIA
579
Signature Estate & Investment Advisors
California
$257K +$21.6K +1,073 +9%
C
580
Certuity
Florida
$255K +$35.1K +1,742 +16%
S
581
SignatureFD
Georgia
$254K +$49.2K +2,438 +24%
AGP
582
Autumn Glory Partners
Texas
$254K
SMA
583
Sage Mountain Advisors
Georgia
$253K -$303K -15,028 -55%
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$1.74K +86 +0.7%
CSP
585
Cary Street Partners
Virginia
$250K +$249K +12,353 New
GFA
586
Gallagher Fiduciary Advisors
Illinois
$249K +$249K +12,333 New
BFA
587
Beaumont Financial Advisors
Massachusetts
$249K +$24K +1,191 +11%
Kovitz Investment Group Partners
588
Kovitz Investment Group Partners
Illinois
$248K -$9.21M -456,455 -97%
PA
589
Procyon Advisors
Connecticut
$248K +$247K +12,235 New
CWP
590
Cyndeo Wealth Partners
Florida
$247K -$15.8K -782 -6%
FBB
591
Fulton Breakefield Broenniman
Maryland
$244K -$1.01K -50 -0.4%
PTP
592
Platform Technology Partners
New York
$244K -$101K -5,025 -29%
CD
593
Chapin Davis
Maryland
$243K +$17.6K +873 +8%
FCA
594
Fortis Capital Advisors
Kansas
$243K +$26.6K +1,317 +12%
SL
595
Sentinus LLC
Illinois
$241K +$241K +11,925 New
RWA
596
Reicon Wealth Advisors
Georgia
$239K +$238K +11,809 New
BCM
597
Beck Capital Management
Texas
$237K -$65.1K -3,227 -22%
Bank of Montreal
598
Bank of Montreal
Ontario, Canada
$236K -$3.15M -156,082 -93%
PA
599
Promethium Advisors
Maryland
$234K
Vanguard Personalized Indexing Management
600
Vanguard Personalized Indexing Management
California
$233K -$1.92K -95 -0.8%