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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
601
Sanibel Captiva Trust Company
Florida
$266K – – –
VIM
602
Vista Investment Management
Pennsylvania
$266K -$35.5K -1,563 -12%
CWA
603
Clarus Wealth Advisors
Arizona
$264K +$288K +12,667 New
VCA
604
Verdence Capital Advisors
Maryland
$262K +$22.7K +1,002 +9%
BIAS
605
Beacon Investment Advisory Services
New Jersey
$256K -$148K -6,524 -36%
IIM
606
Ipswich Investment Management
Massachusetts
$254K – – –
TCWM
607
Total Clarity Wealth Management
Illinois
$254K – – –
BJL
608
Brighton Jones LLC
Washington
$253K +$25.6K +1,128 +11%
Fisher Asset Management
609
Fisher Asset Management
Washington
$252K +$258K +11,374 New
QCM
610
QRG Capital Management
Illinois
$251K +$257K +11,328 New
PL
611
Plancorp LLC
Missouri
$251K +$257K +11,326 New
FFO
612
Fiduciary Family Office
Florida
$248K +$254K +11,186 New
CAMG
613
CWA Asset Management Group
Florida
$246K -$4.77K -210 -2%
SP
614
Stablepoint Partners
Massachusetts
$246K -$20.4K -900 -7%
BWP
615
Burling Wealth Partners
Illinois
$244K -$22.7K -1,000 -8%
AI
616
Accredited Investors
Minnesota
$243K – – –
RWA
617
Redmont Wealth Advisors
Illinois
$241K -$19.3K -851 -7%
HA
618
Hanover Advisors
South Carolina
$240K +$16.4K +723 +7%
BFA
619
Beaumont Financial Advisors
Massachusetts
$240K +$3.25K +143 +1%
STA
620
Summit Trail Advisors
New York
$239K +$26K +1,145 +12%
WQ
621
Wealth Quarterback
New Jersey
$237K +$243K +10,706 New
EM
622
ELCO Management
New York
$237K – – –
HCP
623
Hexagon Capital Partners
Arkansas
$237K +$4.9K +216 +2%
CWP
624
Core Wealth Partners
California
$237K – – –
MHIC
625
Marble Harbor Investment Counsel
Massachusetts
$236K -$234K -10,300 -49%