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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
601
Core Wealth Partners
California
$198K – – –
Bank of Montreal
602
Bank of Montreal
Ontario, Canada
$198K -$4.13K -221 -2%
PDM
603
Penn Davis McFarland
Texas
$198K +$199K +10,663 New
FLPIM
604
F.L. Putnam Investment Management
Massachusetts
$198K +$199K +10,662 New
CAMG
605
CWA Asset Management Group
Florida
$198K – – –
TNA
606
True North Advisors
Texas
$197K +$6.27K +336 +3%
APA
607
Astoria Portfolio Advisors
New York
$196K +$2.61K +140 +1%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$195K +$2.04K +109 +1%
NSIM
609
North Star Investment Management
Illinois
$195K -$31.7K -1,700 -14%
BRWA
610
B. Riley Wealth Advisors
Florida
$194K -$25.2K -1,351 -11%
M&T Bank
611
M&T Bank
New York
$194K +$195K +10,444 New
DAS
612
Dynamic Advisor Solutions
Arizona
$193K +$195K +10,441 New
SFG
613
Stonebridge Financial Group
California
$193K +$195K +10,421 New
QFP
614
Quantum Financial Partners
Kansas
$193K +$194K +10,400 New
KA
615
KLCM Advisors
Wisconsin
$192K – – –
CIAS
616
Capital Investment Advisory Services
North Carolina
$192K -$2.58K -138 -1%
EWA
617
EverSource Wealth Advisors
Alabama
$192K -$6.87K -368 -3%
PAS
618
Park Avenue Securities
New York
$186K +$188K +10,050 New
CI
619
CAZ Investments
Texas
$185K – – –
PCA
620
Peddock Capital Advisors
Massachusetts
$185K – – –
SAA
621
Southeast Asset Advisors
Georgia
$185K +$187K +10,000 New
GJIA
622
Glass Jacobson Investment Advisors
Maryland
$184K – – –
MA
623
MCF Advisors
Kentucky
$182K +$20.2K +1,082 +12%
BWL
624
Bogart Wealth LLC
Virginia
$182K +$131K +7,000 +250%
AF
625
Advisornet Financial
Minnesota
$179K -$11.9K -640 -6%