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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$7.74M +$510K +27,161 +7%
AAM
77
Advisors Asset Management
Colorado
$7.27M -$289K -15,386 -4%
IAIM
78
International Assets Investment Management
Florida
$6.94M +$6.1M +324,593 +130%
LCP
79
LGT Capital Partners
Switzerland
$6.82M +$4.34M +231,000 +167%
SWA
80
SFMG Wealth Advisors
Texas
$6.75M -$155K -8,257 -2%
PAIM
81
Punch & Associates Investment Management
Minnesota
$6.63M -$639K -34,002 -9%
FWIA
82
Fort Washington Investment Advisors
Ohio
$6.59M – – –
RJFSA
83
Raymond James Financial Services Advisors
Florida
$6.55M -$599K -31,910 -8%
CPIG
84
Chicago Partners Investment Group
Illinois
$6.47M +$440K +23,411 +8%
KAS
85
Kestra Advisory Services
Texas
$6.42M +$467K +24,840 +8%
OC
86
Oppenheimer & Co
New York
$6.41M +$91.5K +4,871 +1%
DC
87
Davenport & Co
Virginia
$5.81M -$55.1K -2,935 -0.9%
RBC
88
Romano Brothers & Co
Illinois
$5.55M -$4.53K -241 -0.1%
IFG
89
Independent Financial Group
California
$5.51M +$1M +53,257 +22%
Canada Life
90
Canada Life
Manitoba, Canada
$5.42M +$102K +5,438 +2%
Corient Private Wealth
91
Corient Private Wealth
Florida
$5.32M +$5.41M +287,808 New
Creative Planning
92
Creative Planning
Kansas
$5.25M +$355K +18,927 +7%
William Blair & Company
93
William Blair & Company
Illinois
$5.23M +$16.6K +882 +0.3%
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$5.19M -$574K -30,573 -10%
SIG
95
Sargent Investment Group
Maryland
$5.14M -$56.3K -3,000 -1%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$5.14M -$26.3K -1,399 -0.5%
AWM
97
AE Wealth Management
Kansas
$5.06M +$1.49M +79,394 +41%
CIC
98
Carnegie Investment Counsel
Ohio
$5.04M -$61K -3,250 -1%
HCM
99
Hilton Capital Management
New York
$4.84M – – –
GFL
100
Granite FO LLC
New Hampshire
$4.73M +$4.52M +240,465 New