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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Continuum Advisory
Idaho
$323K +$319K +16,465 New
BOPW
352
Brandywine Oak Private Wealth
Pennsylvania
$323K +$320K +16,511 New
RJT
353
Raymond James Trust
Florida
$322K +$46.3K +2,393 +17%
Group One Trading
354
Group One Trading
Illinois
$320K +$316K +16,337 New
ANI
355
American National Insurance
Texas
$317K – – –
ANRIA
356
American National Registered Investment Advisor
Texas
$317K – – –
1IA
357
1834 Investment Advisors
Wisconsin
$315K +$122K +6,300 +64%
OWP
358
Obermeyer Wealth Partners
Colorado
$308K – – –
VVP
359
Venture Visionary Partners
Ohio
$307K -$17.1K -883 -5%
PFO
360
Pathstone Family Office
New Jersey
$306K -$19.5K -1,007 -6%
Simplex Trading
361
Simplex Trading
Illinois
$306K +$303K +15,658 New
BFG
362
Baron Financial Group
New Jersey
$300K +$5.81K +300 +2%
NA
363
NewEdge Advisors
Louisiana
$300K -$21.4K -1,104 -7%
JWCA
364
J.W. Cole Advisors
Florida
$299K +$296K +15,276 New
TIM
365
Thornburg Investment Management
New Mexico
$295K – – –
CH
366
Canton Hathaway
Rhode Island
$294K – – –
CPA
367
Cowen Prime Advisors
New York
$294K – – –
XF
368
XML Financial
Maryland
$291K -$290 -15 -0.1%
CFS
369
Capital Financial Services
New York
$287K +$775 +40 +0.3%
MHS
370
M Holdings Securities
Oregon
$280K +$42.6K +2,201 +18%
TCOV
371
Trust Company of Vermont
Vermont
$278K – – –
Allianz Asset Management
372
Allianz Asset Management
Germany
$276K -$21.7M -1,118,867 -99%
KM
373
Kalos Management
Georgia
$276K +$41.3K +2,131 +18%
DA
374
DCM Advisors
New York
$276K +$273K +14,106 New
RCM
375
RNC Capital Management
California
$273K +$270K +13,950 New