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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$584K +$105K +6,128 +22%
KeyBank National Association
252
KeyBank National Association
Ohio
$577K -$17.5K -1,020 -3%
MNBTD
253
Moody National Bank Trust Division
Texas
$557K +$158K +9,225 +40%
DIM
254
DC Investments Management
Virginia
$555K -$10.9K -634 -2%
Walleye Trading
255
Walleye Trading
New York
$553K +$551K +32,160 New
FAAS
256
First Allied Advisory Services
California
$552K +$111K +6,474 +25%
CCA
257
Catalyst Capital Advisors
New York
$541K – – –
BO
258
Bank OZK
Arkansas
$540K +$38.1K +2,220 +8%
AAM
259
American Asset Management
Florida
$539K +$127K +7,420 +31%
DFG
260
Delphi Financial Group
Delaware
$533K – – –
SW
261
SVB Wealth
Massachusetts
$533K +$17.1K +1,000 +3%
CPIM
262
Columbia Partners Investment Management
Virginia
$526K – – –
SWM
263
Selective Wealth Management
Virginia
$505K +$503K +29,372 New
EFS
264
Essex Financial Services
Connecticut
$503K -$1.11K -65 -0.2%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$493K +$490K +28,587 New
IA
266
IFP Advisors
Florida
$485K +$17.5K +1,020 +4%
CFB
267
Cullen/Frost Bankers
Texas
$473K +$159K +9,284 +51%
AIP
268
Ahrens Investment Partners
Louisiana
$464K +$463K +27,000 New
WCM
269
Whitener Capital Management
North Carolina
$462K -$2.3K -134 -0.5%
P
270
Pitcairn
Pennsylvania
$461K +$105K +6,113 +30%
PTC
271
Private Trust Company
Ohio
$458K +$98.9K +5,773 +28%
WP
272
WealthSource Partners
California
$440K -$12.7K -740 -3%
MC
273
Moors & Cabot
Massachusetts
$437K -$394 -23 -0.1%
CC
274
Cipher Capital
New York
$434K +$433K +25,262 New
AWM
275
AllSquare Wealth Management
New York
$430K +$34.3K +2,000 +9%