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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$1.62M -$14.4K -780 -0.9%
SFPG
202
Stonebridge Financial Planning Group
Florida
$1.61M +$32.9K +1,782 +2%
Macquarie Group
203
Macquarie Group
Australia
$1.6M
CPA
204
Cardiff Park Advisors
California
$1.57M -$106K -5,765 -6%
BHPW
205
Beverly Hills Private Wealth
California
$1.56M +$188K +10,158 +15%
BBL
206
Beck Bode LLC
Massachusetts
$1.56M -$105K -5,662 -6%
TFCM
207
Taylor Frigon Capital Management
Arizona
$1.54M +$228K +12,327 +18%
AA
208
ALPS Advisors
Colorado
$1.54M -$68.3K -3,700 -4%
RFN
209
RDA Financial Network
Iowa
$1.54M -$924 -50 -0.1%
CCM
210
Condor Capital Management
New Jersey
$1.52M +$90.7K +4,909 +6%
IWA
211
Intercontinental Wealth Advisors
Texas
$1.51M -$189K -10,244 -11%
GWM
212
Geneos Wealth Management
Colorado
$1.5M +$572K +30,953 +63%
AR
213
Advisory Research
Illinois
$1.5M -$36.1K -1,957 -2%
DSC
214
Duncker Streett & Co
Missouri
$1.47M -$125K -6,784 -8%
State of Tennessee, Department of Treasury
215
State of Tennessee, Department of Treasury
Tennessee
$1.47M -$1.68M -91,200 -54%
State Street
216
State Street
Massachusetts
$1.44M
AI
217
Atria Investments
North Carolina
$1.44M -$165K -8,924 -10%
SFG
218
StrategIQ Financial Group
Indiana
$1.43M -$11.5K -624 -0.8%
KPWS
219
Kestra Private Wealth Services
Texas
$1.42M +$46K +2,491 +3%
KCFA
220
Key Client Fiduciary Advisors
New Jersey
$1.42M +$1.59K +86 +0.1%
AAS
221
Avantax Advisory Services
Texas
$1.38M +$89.3K +4,837 +7%
VWA
222
V Wealth Advisors
Kansas
$1.37M -$2.44K -132 -0.2%
EBA
223
Eagle Bay Advisors
New York
$1.37M -$161K -8,738 -11%
TPA
224
Trivium Point Advisory
Connecticut
$1.33M +$2.36K +128 +0.2%
DM
225
Delphi Management
Massachusetts
$1.32M +$1.3M +70,387 New