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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
301
Bridgewealth Advisory Group
California
$764K +$33.7K +1,784 +4%
BO
302
Bank OZK
Arkansas
$749K
BCI
303
Brinker Capital Investments
Pennsylvania
$749K -$93.5K -4,949 -11%
OPS
304
Orion Portfolio Solutions
Nebraska
$749K +$775K +40,993 New
M&T Bank
305
M&T Bank
New York
$747K -$157K -8,322 -17%
ASFA
306
All Season Financial Advisors
Colorado
$737K +$186K +9,837 +32%
SFS
307
Sowell Financial Services
Arkansas
$734K -$24.8K -1,311 -3%
EMFAT
308
Emerald Mutual Fund Advisers Trust
Pennsylvania
$731K +$756K +40,010 New
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$731K -$335K -17,697 -31%
BAAM
310
Baker Avenue Asset Management
California
$717K -$265K -14,007 -26%
BPA
311
Beacon Pointe Advisors
California
$716K +$98.1K +5,191 +15%
CMANY
312
Capital Management Associates (New York)
New York
$699K +$723K +38,242 New
AWM
313
AllSquare Wealth Management
New York
$697K +$18.9K +1,000 +3%
BAMF
314
BI Asset Management Fondsmaeglerselskab
Denmark
$694K -$294K -15,576 -29%
MCM
315
Monument Capital Management
Virginia
$688K +$16.9K +896 +2%
OBWG
316
Onyx Bridge Wealth Group
New York
$684K +$77.2K +4,084 +12%
OWP
317
Obermeyer Wealth Partners
Colorado
$678K +$74.4K +3,934 +12%
AWS
318
AJ Wealth Strategies
New York
$663K -$280K -14,811 -29%
MNBTD
319
Moody National Bank Trust Division
Texas
$660K +$6.69K +354 +1%
FAM
320
Formidable Asset Management
Ohio
$652K -$20K -1,056 -3%
RVPG
321
Relative Value Partners Group
$651K -$38K -2,010 -5%
PFO
322
Pathstone Family Office
New Jersey
$649K -$8.43K -446 -1%
PWS
323
Private Wealth Strategies
Ohio
$648K +$17.1K +903 +3%
BIAS
324
Beacon Investment Advisory Services
New Jersey
$648K +$43.8K +2,315 +7%
CB
325
Commerce Bank
Missouri
$643K