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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
AmeriServ Wealth Advisors
Pennsylvania
$244K – – –
WT
277
Whittier Trust
California
$242K +$182K +10,343 +318%
V
278
Veritable
Delaware
$231K -$113K -6,415 -33%
SWM
279
Segment Wealth Management
Texas
$231K – – –
CC
280
Cipher Capital
New York
$221K +$219K +12,445 New
KeyBank National Association
281
KeyBank National Association
Ohio
$205K +$26.6K +1,507 +15%
HFS
282
HL Financial Services
Kentucky
$202K +$200K +11,356 New
PAM
283
Paradigm Asset Management
New York
$195K – – –
WT
284
Wilmington Trust
Delaware
$190K – – –
SCA
285
SAC Capital Advisors
Connecticut
$189K +$188K +10,639 New
WJA
286
Williams Jones & Associates
New York
$186K – – –
1IA
287
1834 Investment Advisors
Wisconsin
$181K – – –
FHC
288
First Heartland Consultants
Missouri
$180K – – –
WS
289
Wedbush Securities
California
$180K +$178K +10,120 New
Teacher Retirement System of Texas
290
Teacher Retirement System of Texas
Texas
$178K -$427K -24,219 -71%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$152K +$14K +793 +10%
EWM
292
Evercore Wealth Management
New York
$114K +$70.1K +3,975 +163%
BPBT
293
Boston Private Bank & Trust
Massachusetts
$101K +$78K +4,426 +352%
PTC
294
Private Trust Company
Ohio
$99K +$51.7K +2,931 +111%
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$97K +$39.9K +2,263 +70%
FAM
296
Formidable Asset Management
Ohio
$95K – – –
PSI
297
Pinnacle Summer Investments
Virginia
$94K – – –
BRWA
298
B. Riley Wealth Advisors
Florida
$89K -$15.7K -890 -15%
SFSIG
299
San Francisco Sentry Investment Group
California
$83K – – –
NES
300
New England Securities
New York
$80K -$9.2K -522 -10%