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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
Monument Capital Management
Virginia
$746K -$19.9K -1,009 -2%
SWM
277
SeaCrest Wealth Management
New York
$744K -$50.2K -2,545 -6%
MLA
278
My Legacy Advisors
Oregon
$744K +$96.9K +4,915 +14%
BIM
279
Baldwin Investment Management
Pennsylvania
$736K +$286K +14,525 +55%
BAM
280
Belpointe Asset Management
Nevada
$735K -$92.6K -4,699 -10%
KPW
281
Kore Private Wealth
New York
$735K +$228K +11,545 +39%
WI
282
Wintrust Investments
Illinois
$734K -$139K -7,034 -15%
RCM
283
RNC Capital Management
California
$733K +$106K +5,375 +15%
CIA
284
Capital Investment Advisors
Georgia
$724K -$4.43K -225 -0.6%
GA
285
Geller Advisors
New York
$718K
EGA
286
Eagle Global Advisors
Texas
$714K +$87.5K +4,440 +13%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$708K -$1.45M -73,682 -65%
Balyasny Asset Management
288
Balyasny Asset Management
Illinois
$702K +$772K +39,143 New
RIG
289
Roosevelt Investment Group
New York
$696K -$81.5K -4,134 -10%
CC
290
Claybrook Capital
Massachusetts
$696K
E
291
Ergoteles
New York
$689K -$598K -30,325 -44%
GA
292
GraniteShares Advisors
New York
$685K +$21.7K +1,100 +3%
BA
293
Bridgewater Associates
Connecticut
$684K -$191K -9,675 -20%
VF
294
Virtu Financial
New York
$683K +$751K +38,116 New
CW
295
CreativeOne Wealth
Kansas
$682K +$4.4K +223 +0.6%
DJSG
296
D.J. St. Germain
Massachusetts
$681K +$158K +8,000 +27%
PRC
297
Pearl River Capital
Michigan
$680K -$231K -11,727 -24%
FAM
298
Formidable Asset Management
Ohio
$678K +$4.08K +207 +0.6%
TI
299
Tidal Investments
Wisconsin
$672K +$29.6K +1,500 +4%
SFS
300
Sowell Financial Services
Arkansas
$662K +$294K +14,926 +68%