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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Jag Capital Management
Missouri
$813K -$152K -7,837 -16%
BAIA
227
Bel Air Investment Advisors
California
$803K
SCM
228
Shelton Capital Management
Colorado
$795K -$71.7K -3,700 -8%
AAS
229
Avantax Advisory Services
Texas
$791K +$155K +7,993 +25%
SWM
230
SeaCrest Wealth Management
New York
$790K +$600 +31 +0.1%
CCC
231
Crescent Capital Consulting
Louisiana
$785K +$136 +7 +0%
CIA
232
Capital Investment Advisors
Georgia
$785K +$22.4K +1,156 +3%
PAWC
233
P.A.W. Capital
Connecticut
$784K
AWA
234
Arkadios Wealth Advisors
Georgia
$782K +$284K +14,656 +58%
FAM
235
Formidable Asset Management
Ohio
$765K -$9.41K -486 -1%
SCI
236
Stableford Capital II
Arizona
$759K +$10.4K +538 +1%
CW
237
CreativeOne Wealth
Kansas
$759K +$472K +24,394 +170%
KCPG
238
Kavar Capital Partners Group
Kansas
$752K
WI
239
Wintrust Investments
Illinois
$746K +$16K +825 +2%
CP
240
Camelot Portfolios
Ohio
$734K -$231K -11,912 -24%
EWA
241
Exencial Wealth Advisors
Oklahoma
$734K +$374K +19,310 +106%
FIA
242
Foundations Investment Advisors
Arizona
$732K -$12.4K -641 -2%
GAM
243
Griffin Asset Management
New York
$719K +$6.04K +312 +0.9%
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$706K +$454K +23,437 +186%
WCM
245
Whitener Capital Management
North Carolina
$676K
RA
246
RFG Advisory
Alabama
$675K +$125K +6,465 +23%
CA
247
Cornerstone Advisory
Maryland
$658K -$22.3K -1,154 -3%
BAM
248
Belpointe Asset Management
Nevada
$657K +$190K +9,805 +41%
TWM
249
Tradition Wealth Management
Minnesota
$644K +$365K +18,846 +134%
RIG
250
Roosevelt Investment Group
New York
$640K