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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
OFW
301
Omnia Family Wealth
Florida
$360K -$78.7K -4,697 -18%
PIA
302
Pinion Investment Advisors
Kansas
$357K +$20K +1,195 +6%
PTC
303
Private Trust Company
Ohio
$347K -$77.6K -4,633 -19%
AT
304
Arden Trust
Delaware
$345K
BHBT
305
Burke & Herbert Bank & Trust
Virginia
$343K -$50 -3 -0%
WKWM
306
Walter & Keenan Wealth Management
Indiana
$343K
EC
307
EJF Capital
Virginia
$343K +$83.8K +5,000 +33%
RhumbLine Advisers
308
RhumbLine Advisers
Massachusetts
$340K +$854 +51 +0.3%
NL
309
NWAM LLC
Washington
$334K +$13.1K +780 +4%
Mirae Asset Global Investments
310
Mirae Asset Global Investments
South Korea
$334K +$48.2K +2,874 +17%
C
311
Cerebellum
California
$332K +$81.9K +4,886 +34%
HSA
312
HBK Sorce Advisory
Pennsylvania
$330K -$8.29K -495 -3%
SWM
313
Segment Wealth Management
Texas
$330K
DWM
314
Doyle Wealth Management
Florida
$329K +$222K +13,256 +251%
BCM
315
BlueCrest Capital Management
Jersey
$326K -$271K -16,193 -46%
WSTAM
316
Wilbanks Smith & Thomas Asset Management
Virginia
$315K +$114K +6,793 +59%
EAM
317
Evanson Asset Management
California
$314K
PCMC
318
Paragon Capital Management (Colorado)
Colorado
$306K -$2.68K -160 -0.9%
AIM
319
Assured Investment Management
New York
$303K -$3.55M -211,885 -92%
WWM
320
Western Wealth Management
Colorado
$303K
BRWA
321
B. Riley Wealth Advisors
Florida
$291K -$426K -25,443 -60%
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$290K -$99.2K -5,921 -26%
WAAG
323
Wealth Alliance Advisory Group
Kansas
$289K +$54.2K +3,232 +25%
OIA
324
Optimum Investment Advisors
Illinois
$287K -$1.17M -69,986 -81%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$287K