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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MGI
601
Miller Global Investments
Texas
$198K +$4.74K +245 +2%
Bank of Montreal
602
Bank of Montreal
Ontario, Canada
$196K -$15.1K -781 -7%
Vanguard Personalized Indexing Management
603
Vanguard Personalized Indexing Management
California
$195K -$14K -724 -6%
APA
604
Astoria Portfolio Advisors
New York
$194K -$3.19K -165 -2%
BS
605
Banco Santander
Spain
$194K
FCBT
606
First Citizens Bank & Trust
North Carolina
$194K +$4.78K +247 +2%
FCA
607
Fortis Capital Advisors
Kansas
$194K -$24.1K -1,244 -10%
EWA
608
EverSource Wealth Advisors
Alabama
$193K +$9.08K +469 +5%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$193K +$207K +10,688 New
CWP
610
Core Wealth Partners
California
$192K
ET
611
Entropy Technologies
New York
$192K +$207K +10,678 New
CAMG
612
CWA Asset Management Group
Florida
$192K -$2.17K -112 -1%
BOPW
613
Brandywine Oak Private Wealth
Pennsylvania
$192K +$206K +10,634 New
CIAS
614
Capital Investment Advisory Services
North Carolina
$189K +$203K +10,503 New
CCA
615
Catalyst Capital Advisors
New York
$189K +$136K +7,000 +200%
Capstone Investment Advisors
616
Capstone Investment Advisors
New York
$188K +$202K +10,435 New
TCA
617
Transcend Capital Advisors
New Jersey
$188K
SAM
618
Secure Asset Management
Michigan
$188K -$20K -1,033 -9%
SGWM
619
Sterling Group Wealth Management
California
$188K -$524K -27,069 -72%
KA
620
KLCM Advisors
Wisconsin
$187K
AF
621
Advisornet Financial
Minnesota
$185K -$140K -7,241 -41%
TNA
622
True North Advisors
Texas
$185K +$5.81K +300 +3%
CA
623
Callahan Advisors
Texas
$184K +$116 +6 +0.1%
PA
624
Procyon Advisors
Connecticut
$182K -$41.5K -2,145 -18%
EM
625
ELCO Management
New York
$180K