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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
251
Essex Financial Services
Connecticut
$399K – – –
NFC
252
Northeast Financial Consultants
Connecticut
$393K – – –
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$388K +$20.4K +1,263 +6%
P
254
Pitcairn
Pennsylvania
$381K -$65.3K -4,033 -15%
MNBTD
255
Moody National Bank Trust Division
Texas
$380K -$116K -7,150 -24%
William Blair & Company
256
William Blair & Company
Illinois
$379K +$45.3K +2,797 +14%
CL
257
CPWM LLC
Washington
$375K – – –
RA
258
RFG Advisory
Alabama
$367K -$6.8K -420 -2%
BHBT
259
Burke & Herbert Bank & Trust
Virginia
$358K +$48.6K +3,000 +16%
GCP
260
GSA Capital Partners
United Kingdom
$354K -$871K -53,824 -71%
OAM
261
Oppenheimer Asset Management
New York
$347K -$9.03K -558 -3%
NL
262
NWAM LLC
Washington
$346K +$49K +3,028 +17%
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$337K +$12.3K +762 +4%
BC
264
Brinker Capital
Pennsylvania
$335K +$2.01K +124 +0.6%
ASN
265
Advisory Services Network
Georgia
$334K -$42.9K -2,650 -12%
AT
266
Arden Trust
Delaware
$330K – – –
EC
267
EJF Capital
Virginia
$328K – – –
MC
268
Moors & Cabot
Massachusetts
$322K -$16K -986 -5%
SWM
269
Segment Wealth Management
Texas
$317K – – –
Prudential Financial
270
Prudential Financial
New Jersey
$316K – – –
SXL
271
Summit X LLC
Missouri
$315K +$119K +7,360 +62%
AFP
272
Ausdal Financial Partners
Iowa
$309K +$305K +18,830 New
BAM
273
Belpointe Asset Management
Nevada
$306K +$303K +18,686 New
Squarepoint
274
Squarepoint
New York
$302K +$298K +18,400 New
SIM
275
SSI Investment Management
California
$301K -$1.21K -75 -0.4%