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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
251
Crescent Capital Consulting
Louisiana
$815K +$120 +6 +0%
GA
252
Geller Advisors
New York
$814K +$802K +40,023 New
PAWC
253
P.A.W. Capital
Connecticut
$813K
Mariner
254
Mariner
Kansas
$797K +$415K +20,696 +112%
CW
255
CreativeOne Wealth
Kansas
$793K +$4.71K +235 +0.6%
WI
256
Wintrust Investments
Illinois
$789K +$15.3K +763 +2%
CC
257
Claybrook Capital
Massachusetts
$789K +$778K +38,832 New
FAM
258
Formidable Asset Management
Ohio
$780K +$301 +15 +0%
GAM
259
Griffin Asset Management
New York
$758K +$11.7K +586 +2%
FIA
260
Foundations Investment Advisors
Arizona
$754K -$5.59K -279 -0.8%
RA
261
RFG Advisory
Alabama
$748K +$47.5K +2,372 +7%
MRCM
262
M&R Capital Management
New Jersey
$748K +$218K +10,900 +42%
ACM
263
AlphaStar Capital Management
North Carolina
$743K +$704K +35,110 New
BAM
264
Belpointe Asset Management
Nevada
$731K +$48K +2,397 +7%
CAN
265
Claraphi Advisory Network
United States
$724K +$84.1K +4,196 +13%
EFS
266
Essex Financial Services
Connecticut
$694K +$12.2K +609 +2%
CA
267
Cornerstone Advisory
Maryland
$683K
BAAM
268
Baker Avenue Asset Management
California
$678K +$669K +33,390 New
PFO
269
Pathstone Family Office
New Jersey
$673K +$350K +17,469 +112%
RIG
270
Roosevelt Investment Group
New York
$664K
RIL
271
Rothschild Investment LLC
Illinois
$662K +$40.1K +2,000 +7%
MNBTD
272
Moody National Bank Trust Division
Texas
$659K
MIAN
273
Mariner Independent Advisor Network
Kansas
$653K +$5.21K +260 +0.8%
AFG
274
Albion Financial Group
Utah
$644K
AWM
275
AllSquare Wealth Management
New York
$629K -$13K -650 -2%