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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
V
401
Veritable
Delaware
$209K +$1.62K +90 +0.8%
IA
402
IFG Advisory
Georgia
$209K +$201K +11,205 New
CANY
403
Caxton Associates (New York)
New York
$206K +$198K +10,998 New
VAM
404
Verity Asset Management
North Carolina
$205K -$185K -10,281 -48%
MC
405
Moors & Cabot
Massachusetts
$201K -$5.07K -282 -3%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$201K – – –
CFB
407
Cullen/Frost Bankers
Texas
$200K +$19.5K +1,083 +11%
DY
408
Dowling & Yahnke
California
$199K -$25.5K -1,417 -12%
CDH
409
Charles D. Hyman
$198K – – –
FIA
410
FNY Investment Advisers
New York
$198K +$119K +6,593 +165%
KACA
411
Kayne Anderson Capital Advisors
California
$196K – – –
RCAG
412
Rehmann Capital Advisory Group
Michigan
$196K +$881 +49 +0.5%
SIM
413
SSI Investment Management
California
$195K -$72 -4 -0%
MOS
414
MGO One Seven
Ohio
$192K – – –
P
415
&Partners
Tennessee
$192K – – –
CIC
416
Carnegie Investment Counsel
Ohio
$191K +$183K +10,188 New
OPS
417
Orion Portfolio Solutions
Nebraska
$187K -$14.1K -784 -7%
EC
418
Estate Counselors
Wisconsin
$187K +$180K +10,000 New
1IA
419
1834 Investment Advisors
Wisconsin
$183K – – –
BBHC
420
Brown Brothers Harriman & Co
New York
$182K +$24K +1,334 +16%
PA
421
Parallel Advisors
California
$177K – – –
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$174K – – –
CI
423
CAZ Investments
Texas
$161K – – –
VFA
424
Valeo Financial Advisors
Indiana
$150K – – –
GAM
425
Grandview Asset Management
Pennsylvania
$150K +$144K +8,000 New