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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Endurance Wealth Management
Rhode Island
$17K – – –
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
JCM
328
Jacobi Capital Management
Pennsylvania
$14K +$14.6K +987 New
NSIM
329
North Star Investment Management
Illinois
$14K +$14.8K +1,000 New
FHA
330
First Horizon Advisors
Tennessee
$12K – – –
GI
331
Gradient Investments
Minnesota
$12K – – –
IWMPD
332
Integrated Wealth Management (Palm Desert)
California
$12K +$15 +1 +0.1%
EWM
333
Evercore Wealth Management
New York
$9K – – –
KF
334
Krilogy Financial
Missouri
$9K – – –
PCTC
335
Perkins Coie Trust Company
Washington
$9K +$223 +15 +2%
SIA
336
SeaBridge Investment Advisors
New Jersey
$9K +$9.79K +660 New
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$8.22K – – –
AI
338
ArchPoint Investors
Florida
$7K – – –
BAM
339
Brave Asset Management
New Jersey
$7K – – –
TWA
340
TCI Wealth Advisors
Arizona
$7K – – –
AWM
341
Avior Wealth Management
Nebraska
$6K – – –
HCM
342
Highlander Capital Management
New Jersey
$5K – – –
SFG
343
SevenBridge Financial Group
Pennsylvania
$4K +$4.45K +300 New
TRCT
344
Tower Research Capital (TRC)
New York
$4K +$4.51K +304 New
AIM
345
Anchor Investment Management
South Carolina
$3.45K -$14.2K -957 -80%
AF
346
Allworth Financial
California
$2K – – –
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
MWP
348
MYCIO Wealth Partners
Pennsylvania
$2K – – –
TSW
349
Thompson Siegel & Walmsley
Virginia
$2K +$1.69K +114 New
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$2K +$11.1K +750 New