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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
276
Fort Point Capital Partners
California
$350K +$349K +22,049 New
MC
277
Moors & Cabot
Massachusetts
$347K -$14.1K -890 -4%
BHBT
278
Burke & Herbert Bank & Trust
Virginia
$347K – – –
FA
279
FDx Advisors
Illinois
$342K +$166K +10,482 +95%
PIA
280
Pinion Investment Advisors
Kansas
$338K +$338K +21,320 New
CC
281
Claybrook Capital
Massachusetts
$336K – – –
FCM
282
FJ Capital Management
Virginia
$333K +$82.4K +5,200 +33%
AT
283
Arden Trust
Delaware
$319K -$2.01K -127 -0.6%
AWM
284
AllSquare Wealth Management
New York
$310K +$50.6K +3,196 +20%
SWM
285
Segment Wealth Management
Texas
$307K – – –
Prudential Financial
286
Prudential Financial
New Jersey
$306K – – –
AAM
287
American Asset Management
Florida
$305K +$305K +19,231 New
AFP
288
Ausdal Financial Partners
Iowa
$301K +$1.41K +89 +0.5%
EAM
289
Evanson Asset Management
California
$300K +$9.24K +583 +3%
HB
290
Homrich & Berg
Georgia
$290K +$290K +18,296 New
PC
291
Palo Capital
California
$286K +$285K +17,993 New
WKWM
292
Walter & Keenan Wealth Management
Indiana
$278K – – –
Lido Advisors
293
Lido Advisors
California
$275K +$39.6K +2,500 +17%
SIM
294
SSI Investment Management
California
$273K -$15.8K -1,000 -5%
AL
295
AJO LP
Pennsylvania
$271K – – –
OFW
296
Omnia Family Wealth
Florida
$262K +$262K +16,524 New
CIC
297
Carnegie Investment Counsel
Ohio
$259K -$2.54M -160,070 -91%
DWA
298
Douglass Winthrop Advisors
New York
$258K +$258K +16,250 New
ANI
299
American National Insurance
Texas
$257K – – –
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$257K – – –