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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
Laidlaw Wealth Management
New York
$235K -$35.2K -1,550 -13%
BS
627
Banco Santander
Spain
$234K – – –
WGC
628
Watts Gwilliam & Co
Arizona
$234K -$2.93K -129 -1%
AFO
629
Allie Family Office
Florida
$233K – – –
WMWM
630
Whitaker-Myers Wealth Managers
Ohio
$232K +$238K +10,479 New
SFA
631
Sequoia Financial Advisors
Ohio
$231K -$2.79K -123 -1%
CP
632
Camelot Portfolios
Ohio
$230K +$236K +10,401 New
AOWM
633
Alpha Omega Wealth Management
Virginia
$230K +$4.77K +210 +2%
KA
634
KLCM Advisors
Wisconsin
$230K – – –
FLPIM
635
F.L. Putnam Investment Management
Massachusetts
$230K -$2.29K -101 -1%
TFA
636
Teamwork Financial Advisors
Texas
$229K -$7.1K -313 -3%
DIA
637
Dana Investment Advisors
Wisconsin
$229K -$36.3K -1,598 -13%
CD
638
Chapin Davis
Maryland
$228K -$132K -5,817 -36%
RCA
639
Resonant Capital Advisors
Wisconsin
$227K – – –
SNWA
640
Siligmueller & Norvid Wealth Advisors
Illinois
$226K – – –
Envestnet Portfolio Solutions
641
Envestnet Portfolio Solutions
Illinois
$226K -$78.2K -3,446 -25%
S
642
SignatureFD
Georgia
$225K -$7.67K -338 -3%
SP
643
Successful Portfolios
Florida
$224K – – –
EWA
644
EverSource Wealth Advisors
Alabama
$222K -$26.1K -1,151 -10%
FCBT
645
First Citizens Bank & Trust
North Carolina
$222K +$227K +10,014 New
MPCA
646
Madison Park Capital Advisors
Washington
$222K – – –
WLPWM
647
Walled Lake Planning & Wealth Management
Illinois
$221K +$4.61K +203 +2%
GSEP
648
Golden State Equity Partners
California
$220K – – –
EWA
649
Emergent Wealth Advisors
New York
$219K – – –
AWE
650
Avidian Wealth Enterprises
Texas
$218K +$4.7K +207 +2%