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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BS
626
Banco Santander
Spain
$234K
WGC
627
Watts Gwilliam & Co
Arizona
$234K -$2.93K -129 -1%
AFO
628
Allie Family Office
Florida
$233K
WMWM
629
Whitaker-Myers Wealth Managers
Ohio
$232K +$238K +10,479 New
SFA
630
Sequoia Financial Advisors
Ohio
$231K -$2.79K -123 -1%
CP
631
Camelot Portfolios
Ohio
$230K +$236K +10,401 New
AOWM
632
Alpha Omega Wealth Management
Virginia
$230K +$4.77K +210 +2%
KA
633
KLCM Advisors
Wisconsin
$230K
FLPIM
634
F.L. Putnam Investment Management
Massachusetts
$230K -$2.29K -101 -1%
TFA
635
Teamwork Financial Advisors
Texas
$229K -$7.1K -313 -3%
DIA
636
Dana Investment Advisors
Wisconsin
$229K -$36.3K -1,598 -13%
CD
637
Chapin Davis
Maryland
$228K -$132K -5,817 -36%
RCA
638
Resonant Capital Advisors
Wisconsin
$227K
SNWA
639
Siligmueller & Norvid Wealth Advisors
Illinois
$226K
Envestnet Portfolio Solutions
640
Envestnet Portfolio Solutions
Illinois
$226K -$78.2K -3,446 -25%
S
641
SignatureFD
Georgia
$225K -$7.67K -338 -3%
SP
642
Successful Portfolios
Florida
$224K
EWA
643
EverSource Wealth Advisors
Alabama
$222K -$26.1K -1,151 -10%
FCBT
644
First Citizens Bank & Trust
North Carolina
$222K +$227K +10,014 New
MPCA
645
Madison Park Capital Advisors
Washington
$222K
WLPWM
646
Walled Lake Planning & Wealth Management
Illinois
$221K +$4.61K +203 +2%
GSEP
647
Golden State Equity Partners
California
$220K
EWA
648
Emergent Wealth Advisors
New York
$219K
AWE
649
Avidian Wealth Enterprises
Texas
$218K +$4.7K +207 +2%
CS
650
Cannell & Spears
New York
$215K -$55.7K -2,455 -20%