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Chicago Atlantic BDC
LIEN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
ICM
1
Intrepid Capital Management
Florida
USD 7.39 M – – –
Sowell Financial Services
2
Sowell Financial Services
Arkansas
USD 5 M +USD 173 k +17,950 +4%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
USD 1.85 M +USD 72.1 k +7,466 +4%
Corient Private Wealth
4
Corient Private Wealth
Florida
USD 1.85 M -USD 1.85 M -191,885 -50%
CF
5
CDC Financial
Illinois
USD 1.73 M +USD 172 k +17,773 +11%
Condor Capital Management
6
Condor Capital Management
New Jersey
USD 1.6 M +USD 21.4 k +2,214 +1%
LVM Capital Management
7
LVM Capital Management
Michigan
USD 1.58 M – – –
HighTower Advisors
8
HighTower Advisors
Illinois
USD 1.52 M -USD 171 k -17,700 -10%
Partners Capital Investment Group
9
Partners Capital Investment Group
Massachusetts
USD 1.42 M +USD 1.4 M +145,336 Nuevas
BMCM
10
Black Maple Capital Management
Wisconsin
USD 1.28 M – – –
Raymond James Financial
11
Raymond James Financial
Florida
USD 939 k +USD 928 k +96,131 Nuevas
Citadel Advisors
12
Citadel Advisors
Florida
USD 861 k +USD 267 k +27,687 +46%
BlackRock
13
BlackRock
New York
USD 728 k +USD 29.8 k +3,085 +4%
CP
14
Clayton Partners
California
USD 573 k +USD 567 k +58,666 Nuevas
Ritholtz Wealth Management
15
Ritholtz Wealth Management
New York
USD 531 k +USD 190 k +19,650 +57%
Apollon Wealth Management
16
Apollon Wealth Management
South Carolina
USD 477 k -USD 67.6 k -7,000 -13%
Venturi Wealth Management
17
Venturi Wealth Management
Texas
USD 392 k – – –
FWP
18
Firethorn Wealth Partners
Georgia
USD 378 k +USD 28.8 k +2,980 +8%
Gladstone Institutional Advisory
19
Gladstone Institutional Advisory
Florida
USD 377 k – – –
Sage Mountain Advisors
20
Sage Mountain Advisors
Georgia
USD 301 k -USD 1.78 M -184,779 -86%
Tidal Investments
21
Tidal Investments
Wisconsin
USD 293 k -USD 45.9 k -4,755 -14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
USD 292 k +USD 289 k +29,875 Nuevas
CEFA
23
Closed-End Fund Advisors
Virginia
USD 277 k +USD 64.9 k +6,725 +31%
Wick Capital Partners
24
Wick Capital Partners
Pennsylvania
USD 263 k – – –
TPWM
25
Twelve Points Wealth Management
Massachusetts
USD 256 k – – –
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