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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
626
Allie Family Office
Florida
$231K
KA
627
KLCM Advisors
Wisconsin
$228K
LWM
628
Laidlaw Wealth Management
New York
$227K -$6.38K -300 -3%
DIA
629
Dana Investment Advisors
Wisconsin
$227K
WLPWM
630
Walled Lake Planning & Wealth Management
Illinois
$227K +$7.61K +358 +4%
MWM
631
Modera Wealth Management
New Jersey
$226K +$219K +10,310 New
EWA
632
EverSource Wealth Advisors
Alabama
$226K +$6.08K +286 +3%
BWP
633
Burling Wealth Partners
Illinois
$226K -$15.7K -738 -7%
RCA
634
Resonant Capital Advisors
Wisconsin
$225K
CP
635
Camelot Portfolios
Ohio
$224K -$4.27K -201 -2%
Vanguard Personalized Indexing Management
636
Vanguard Personalized Indexing Management
California
$224K -$60.8K -2,858 -22%
KLCM
637
KG&L Capital Management
Louisiana
$222K +$215K +10,120 New
CMAI
638
Capital Management Associates Inc
Minnesota
$221K -$50.7K -2,385 -19%
AAS
639
Annex Advisory Services
Wisconsin
$221K +$16.8K +788 +9%
BIAS
640
Beacon Investment Advisory Services
New Jersey
$220K -$31.9K -1,500 -13%
FAIM
641
Financial Advocates Investment Management
Washington
$220K -$196K -9,199 -48%
MPCA
642
Madison Park Capital Advisors
Washington
$220K
PCA
643
Purkiss Capital Advisors
Connecticut
$220K +$213K +10,000 New
First Trust Advisors
644
First Trust Advisors
Illinois
$219K +$212K +9,983 New
CD
645
Chapin Davis
Maryland
$219K -$6.93K -326 -3%
TFA
646
Teamwork Financial Advisors
Texas
$219K -$8.08K -380 -4%
FCBT
647
First Citizens Bank & Trust
North Carolina
$219K -$1.32K -62 -0.6%
LBWM
648
Left Brain Wealth Management
Illinois
$215K -$1.57M -73,750 -88%
SWA
649
Strategies Wealth Advisors
Michigan
$214K +$4.1K +193 +2%
FA
650
Fountainhead AM
New Jersey
$214K +$10.9K +511 +6%