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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AI
601
Accredited Investors
Minnesota
$224K
CFA
602
CWS Financial Advisors
Michigan
$223K +$38.4K +1,728 +19%
GSEP
603
Golden State Equity Partners
California
$222K +$27.1K +1,218 +13%
SFA
604
Sequoia Financial Advisors
Ohio
$222K +$6.47K +291 +3%
C
605
Certuity
Florida
$221K -$724K -32,592 -75%
AOWM
606
Alpha Omega Wealth Management
Virginia
$221K +$5.31K +239 +2%
HCP
607
Hexagon Capital Partners
Arkansas
$221K +$5.42K +244 +2%
MSAM
608
Moloney Securities Asset Management
Missouri
$220K +$30K +1,349 +14%
BS
609
Banco Santander
Spain
$220K
WEG
610
World Equity Group
Illinois
$218K +$238K +10,701 New
FCA
611
Fortis Capital Advisors
Kansas
$218K +$237K +10,679 New
CWP
612
Core Wealth Partners
California
$218K
WLPWM
613
Walled Lake Planning & Wealth Management
Illinois
$215K +$5.2K +234 +2%
MA
614
MCF Advisors
Kentucky
$215K +$34.7K +1,563 +17%
NSIM
615
North Star Investment Management
Illinois
$214K -$57.5K -2,588 -20%
KA
616
KLCM Advisors
Wisconsin
$212K
DIA
617
Dana Investment Advisors
Wisconsin
$211K
BWP
618
Burling Wealth Partners
Illinois
$210K
RCA
619
Resonant Capital Advisors
Wisconsin
$209K
Fisher Asset Management
620
Fisher Asset Management
Washington
$209K -$182K -8,177 -44%
MWM
621
Modera Wealth Management
New Jersey
$209K -$1.93K -87 -0.8%
CP
622
Camelot Portfolios
Ohio
$207K -$1.2K -54 -0.5%
S
623
SignatureFD
Georgia
$207K -$30.4K -1,369 -12%
EM
624
ELCO Management
New York
$206K -$10.8K -487 -5%
AAS
625
Annex Advisory Services
Wisconsin
$206K +$311 +14 +0.1%