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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SNWA
626
Siligmueller & Norvid Wealth Advisors
Illinois
$223K +$220K +10,200 New
CFSG
627
Clark Financial Services Group
Missouri
$223K -$2.72K -126 -1%
AOWM
628
Alpha Omega Wealth Management
Virginia
$223K +$4.47K +207 +2%
M&T Bank
629
M&T Bank
New York
$222K +$219K +10,134 New
HA
630
Hanover Advisors
South Carolina
$221K +$218K +10,116 New
SP
631
Successful Portfolios
Florida
$221K +$218K +10,111 New
FFWA
632
Forthright Family Wealth Advisory
Texas
$219K -$21.6K -1,000 -9%
MPCA
633
Madison Park Capital Advisors
Washington
$219K – – –
SAS
634
Stelac Advisory Services
New York
$219K – – –
CC
635
Commons Capital
Massachusetts
$219K +$216K +10,000 New
CMAI
636
Capital Management Associates Inc
Minnesota
$218K -$106K -4,908 -33%
GSEP
637
Golden State Equity Partners
California
$218K -$15.3K -710 -7%
EWA
638
Emergent Wealth Advisors
New York
$216K – – –
CPRC
639
Consolidated Portfolio Review Corp
New York
$215K +$212K +9,814 New
VT
640
Vise Technologies
New York
$214K +$211K +9,788 New
WLPWM
641
Walled Lake Planning & Wealth Management
Illinois
$214K +$210K +9,757 New
STA
642
Summit Trail Advisors
New York
$211K +$208K +9,660 New
AWE
643
Avidian Wealth Enterprises
Texas
$211K +$208K +9,646 New
LA
644
Lane & Associates
New Jersey
$210K +$192K +8,891 New
HA
645
Huntleigh Advisors
Missouri
$210K +$207K +9,599 New
MSAM
646
Moloney Securities Asset Management
Missouri
$210K -$13.5K -627 -6%
EAM
647
Evanson Asset Management
California
$209K +$206K +9,541 New
FB
648
Fulton Bank
Pennsylvania
$209K -$44K -2,039 -18%
GT
649
Glenmede Trust
Pennsylvania
$208K +$205K +9,500 New
UF
650
Univest Financial
Pennsylvania
$207K +$204K +9,458 New