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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$2.16M -$1.69M -81,481 -44%
GBI
202
GP Brinson Investments
Illinois
$2.15M
UAG
203
United Advisor Group
Ohio
$2.13M +$262K +12,627 +14%
BLC
204
Brown, Lisle/Cummings
Rhode Island
$2.12M +$317K +15,250 +18%
BFA
205
Brendel Financial Advisors
New Hampshire
$2.1M +$2.08M +100,346 New
PVM
206
Palogic Value Management
Texas
$2.09M +$63.9K +3,074 +3%
BONH
207
Bank of New Hampshire
New Hampshire
$2.08M +$150K +7,207 +8%
CPA
208
Cardiff Park Advisors
California
$2.07M +$41.8K +2,012 +2%
KPWS
209
Kestra Private Wealth Services
Texas
$2.06M -$27.1K -1,305 -1%
AFG
210
Albion Financial Group
Utah
$2.06M +$50.3K +2,420 +3%
IC
211
IEQ Capital
California
$2.05M +$7.87K +379 +0.4%
FNT
212
First National Trust
Pennsylvania
$2.02M +$986K +47,461 +97%
CAG
213
Crestwood Advisors Group
Massachusetts
$1.97M +$196K +9,428 +11%
RG
214
Rathbones Group
United Kingdom
$1.93M -$95.8K -4,614 -5%
LFG
215
Larson Financial Group
Missouri
$1.92M +$108K +5,207 +6%
AUB
216
Atlantic Union Bankshares
Virginia
$1.86M -$140K -6,739 -7%
MPPLM
217
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.83M +$134K +6,453 +8%
SFPG
218
Stonebridge Financial Planning Group
Florida
$1.82M +$43K +2,070 +2%
Macquarie Group
219
Macquarie Group
Australia
$1.79M
RFA
220
Rollins Financial Advisors
New York
$1.78M +$495K +23,851 +39%
SWM
221
SeaCrest Wealth Management
New York
$1.78M -$217K -10,435 -11%
EGA
222
Eagle Global Advisors
Texas
$1.77M +$65.2K +3,140 +4%
KWM
223
Kingsview Wealth Management
Oregon
$1.76M +$104K +4,991 +6%
RPSA
224
Richard P. Slaughter Associates
Texas
$1.76M +$220K +10,588 +14%
WS
225
Wedbush Securities
California
$1.75M +$63.9K +3,076 +4%