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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CL
276
CPWM LLC
Washington
$246K +$249K +13,942 New
SWM
277
Segment Wealth Management
Texas
$229K
HFS
278
HL Financial Services
Kentucky
$225K +$25.4K +1,425 +13%
AP
279
Appleton Partners
Massachusetts
$224K +$226K +12,694 New
EB
280
Eastern Bank
Massachusetts
$212K +$214K +12,005 New
MC
281
Moors & Cabot
Massachusetts
$207K +$210K +11,744 New
KeyBank National Association
282
KeyBank National Association
Ohio
$204K +$749 +42 +0.4%
Teacher Retirement System of Texas
283
Teacher Retirement System of Texas
Texas
$194K +$17.6K +985 +10%
PAM
284
Paradigm Asset Management
New York
$193K
BA
285
Bridgewater Advisors
New York
$192K +$195K +10,912 New
WT
286
Wilmington Trust
Delaware
$188K -$410 -23 -0.2%
FHC
287
First Heartland Consultants
Missouri
$181K +$2.73K +153 +2%
1IA
288
1834 Investment Advisors
Wisconsin
$179K
WA
289
WFG Advisors
Texas
$177K -$150K -8,407 -46%
MLICM
290
Metropolitan Life Insurance Company (MetLife)
New York
$150K
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$146K +$115K +6,422 +341%
EWM
292
Evercore Wealth Management
New York
$117K +$3.57K +200 +3%
PTC
293
Private Trust Company
Ohio
$103K +$4.89K +274 +5%
PSI
294
Pinnacle Summer Investments
Virginia
$91K
FAM
295
Formidable Asset Management
Ohio
$90K
BRWA
296
B. Riley Wealth Advisors
Florida
$88K
SFSIG
297
San Francisco Sentry Investment Group
California
$81K -$803 -45 -1%
MFS
298
MSI Financial Services
Massachusetts
$78K +$30.9K +1,734 +65%
DVM
299
Dreman Value Management
Florida
$69K
LTI
300
Laffer Tengler Investments
Tennessee
$68K +$20.1K +1,126 +41%