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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Evercore Wealth Management
New York
$9K – – –
KF
327
Krilogy Financial
Missouri
$9K – – –
MFT
328
Moisand Fitzgerald Tamayo
Florida
$9K – – –
PCTC
329
Perkins Coie Trust Company
Washington
$9K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$8.59K – – –
CG
331
Cutler Group
California
$8K – – –
AI
332
ArchPoint Investors
Florida
$7K – – –
BAM
333
Brave Asset Management
New Jersey
$7K – – –
TWA
334
TCI Wealth Advisors
Arizona
$7K – – –
VCM
335
Versant Capital Management
Arizona
$7K – – –
AWM
336
Avior Wealth Management
Nebraska
$6K – – –
HCM
337
Highlander Capital Management
New Jersey
$5K – – –
BWA
338
Burt Wealth Advisors
Maryland
$4K +$3.44K +250 New
DLHL
339
Donald L. Hagan LLC
Florida
$4K +$3.95K +287 New
AF
340
Allworth Financial
California
$3K – – –
Federated Hermes
341
Federated Hermes
Pennsylvania
$2K -$193 -14 -10%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.01K +146 New
MWP
343
MYCIO Wealth Partners
Pennsylvania
$2K +$2.02K +147 New
FCCM
344
First City Capital Management
Georgia
$1.68K – – –
NFG
345
Next Financial Group
Texas
$1K -$3.66K -266 -68%
ADL
346
Asset Dedication LLC
California
$1K – – –
LCP
347
LGT Capital Partners
Switzerland
– -$13.5M -945,000 Closed
HBWM
348
Hollow Brook Wealth Management
New York
– -$5.01M -351,600 Closed
TCM
349
Tegean Capital Management
New York
– -$4.2M -295,000 Closed
ACM
350
Advent Capital Management
New York
– -$2.88M -200,000 Closed