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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$1.07M +$34.9K +1,803 +3%
CAG
202
Csenge Advisory Group
Florida
$1.07M +$541K +27,918 +106%
Brown Advisory
203
Brown Advisory
Maryland
$1.05M +$12.4K +639 +1%
SW
204
SVB Wealth
Massachusetts
$1.03M +$163K +8,419 +19%
CA
205
Clearstead Advisors
Ohio
$1.03M +$648K +33,479 +176%
IFG
206
Independent Financial Group
California
$1.01M +$129K +6,639 +15%
US Bancorp
207
US Bancorp
Minnesota
$985K -$25K -1,292 -3%
ACM
208
Ayrshire Capital Management
Connecticut
$961K -$79.3K -4,096 -8%
PA
209
PFG Advisors
Arizona
$957K +$3.06K +158 +0.3%
SS
210
Sunbelt Securities
Texas
$956K +$39.4K +2,034 +4%
TC
211
TownSquare Capital
Utah
$954K – – –
DLCIG
212
D.L. Carlson Investment Group
New Hampshire
$935K -$3.39K -175 -0.4%
Goldman Sachs
213
Goldman Sachs
New York
$935K +$406K +20,963 +78%
HI
214
Harbour Investments
Wisconsin
$920K -$27.7K -1,430 -3%
KPWS
215
Kestra Private Wealth Services
Texas
$912K +$902K +46,579 New
CL
216
CPWM LLC
Washington
$903K – – –
FNBOMD
217
First National Bank of Mount Dora
Florida
$901K – – –
SEC
218
Seven Eight Capital
New York
$898K +$632K +32,643 +247%
AllianceBernstein
219
AllianceBernstein
Tennessee
$894K -$152K -7,856 -15%
MCM
220
Monument Capital Management
Virginia
$887K +$166K +8,563 +23%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$874K +$69.4K +3,584 +9%
SIAP
222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$874K +$104K +5,381 +14%
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$870K +$24.3K +1,254 +3%
Citigroup
224
Citigroup
New York
$860K -$111K -5,752 -12%
Mirae Asset Global Investments
225
Mirae Asset Global Investments
South Korea
$852K +$221K +11,438 +36%