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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
276
L & S Advisors
California
$257K -$19.7K -1,107 -7%
CL
277
CPWM LLC
Washington
$246K +$249K +13,942 New
SWM
278
Segment Wealth Management
Texas
$229K – – –
HFS
279
HL Financial Services
Kentucky
$225K +$25.4K +1,425 +13%
AP
280
Appleton Partners
Massachusetts
$224K +$226K +12,694 New
EB
281
Eastern Bank
Massachusetts
$212K +$214K +12,005 New
MC
282
Moors & Cabot
Massachusetts
$207K +$210K +11,744 New
KeyBank National Association
283
KeyBank National Association
Ohio
$204K +$749 +42 +0.4%
Teacher Retirement System of Texas
284
Teacher Retirement System of Texas
Texas
$194K +$17.6K +985 +10%
PAM
285
Paradigm Asset Management
New York
$193K – – –
BA
286
Bridgewater Advisors
New York
$192K +$195K +10,912 New
WT
287
Wilmington Trust
Delaware
$188K -$410 -23 -0.2%
FHC
288
First Heartland Consultants
Missouri
$181K +$2.73K +153 +2%
1IA
289
1834 Investment Advisors
Wisconsin
$179K – – –
WA
290
WFG Advisors
Texas
$177K -$150K -8,407 -46%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$150K – – –
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$146K +$115K +6,422 +341%
EWM
293
Evercore Wealth Management
New York
$117K +$3.57K +200 +3%
PTC
294
Private Trust Company
Ohio
$103K +$4.89K +274 +5%
Walleye Trading
295
Walleye Trading
New York
$97K +$83.2K +4,663 +556%
PSI
296
Pinnacle Summer Investments
Virginia
$91K – – –
FAM
297
Formidable Asset Management
Ohio
$90K – – –
BRWA
298
B. Riley Wealth Advisors
Florida
$88K – – –
SFSIG
299
San Francisco Sentry Investment Group
California
$81K -$803 -45 -1%
MFS
300
MSI Financial Services
Massachusetts
$78K +$30.9K +1,734 +65%