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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
301
Crestwood Advisors Group
Massachusetts
$932K +$907K +44,750 New
HCPC
302
Hamilton Capital Partners (Canada)
$931K
ProShare Advisors
303
ProShare Advisors
Maryland
$930K +$142K +6,992 +19%
LTAS
304
Linden Thomas Advisory Services
North Carolina
$923K +$150K +7,395 +20%
IWN
305
Independent Wealth Network
Iowa
$909K +$41.6K +2,055 +5%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$908K +$63.4K +3,130 +8%
AFG
307
Atomi Financial Group
New York
$902K +$12.2K +600 +1%
ZIG
308
Zuckerman Investment Group
Illinois
$895K +$871K +43,000 New
PC
309
Port Capital
Illinois
$895K
Millennium Management
310
Millennium Management
New York
$891K -$9.67M -477,175 -92%
OBWG
311
Onyx Bridge Wealth Group
New York
$889K -$365 -18 -0%
JWCA
312
J.W. Cole Advisors
Florida
$888K +$79.2K +3,910 +10%
HI
313
Harbour Investments
Wisconsin
$875K +$4.05K +200 +0.5%
BO
314
Bank OZK
Arkansas
$860K +$6.18K +305 +0.7%
Aberdeen Group
315
Aberdeen Group
United Kingdom
$857K
CMAI
316
Capital Management Associates Inc
Minnesota
$849K +$152K +7,492 +23%
HIP
317
HUB Investment Partners
Texas
$844K +$273K +13,489 +50%
DJSG
318
D.J. St. Germain
Massachusetts
$843K -$12.5K -618 -2%
CMANY
319
Capital Management Associates (New York)
New York
$841K -$24.7K -1,220 -3%
TWC
320
TD Waterhouse Canada
Ontario, Canada
$835K +$612K +30,216 +290%
FFA
321
Farther Finance Advisors
California
$826K +$54.3K +2,678 +7%
1IA
322
1620 Investment Advisors
Massachusetts
$819K -$159K -7,856 -17%
AWM
323
AllSquare Wealth Management
New York
$819K
BWM
324
BKM Wealth Management
Wisconsin
$817K +$42.5K +2,096 +6%
CW
325
CreativeOne Wealth
Kansas
$803K +$20.2K +995 +3%