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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Baugh & Associates
Georgia
$4.19M -$1.76K -85 -0%
CAM
102
Cubic Asset Management
Massachusetts
$4.12M -$7.06K -340 -0.2%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$4.11M +$104K +5,029 +3%
DFG
104
Delphi Financial Group
Delaware
$3.96M +$76.8K +3,698 +2%
OC
105
Oppenheimer & Co
New York
$3.91M +$34.3K +1,653 +0.9%
GC
106
Gillson Capital
Illinois
$3.91M -$1.55M -74,796 -29%
NFC
107
Northeast Financial Consultants
Connecticut
$3.88M +$49.9K +2,403 +1%
LCH
108
Lee Capital Holdings
New York
$3.87M
CCM
109
Callodine Capital Management
Massachusetts
$3.81M +$3.74M +180,000 New
AWM
110
AE Wealth Management
Kansas
$3.67M +$1.39M +66,691 +63%
MCP
111
Mirador Capital Partners
California
$3.67M +$124K +5,976 +4%
SPIA
112
Steward Partners Investment Advisory
New York
$3.63M +$2.18M +105,017 +159%
IAIM
113
International Assets Investment Management
Florida
$3.57M -$866K -41,675 -15%
MCM
114
Marathon Capital Management
Maryland
$3.54M +$4.67K +225 +0.1%
NAM
115
Nissay Asset Management
Japan
$3.48M
SC
116
Sierra Capital
Florida
$3.39M +$10.2K +493 +0.3%
HWM
117
HB Wealth Management
Georgia
$3.38M +$3.31M +159,547 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3.33M -$249K -11,983 -7%
RFMS
119
RWQ Financial Management Services
Florida
$3.28M +$3.21M +154,750 New
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$3.25M +$3.18M +153,343 New
IC
121
IEQ Capital
California
$3.22M +$1.29M +62,029 +69%
UCFA
122
United Capital Financial Advisors
Texas
$3.16M -$293K -14,130 -9%
JIC
123
Joel Isaacson & Co
New York
$3.12M +$646K +31,108 +27%
SWP
124
Stratos Wealth Partners
Ohio
$3.1M +$521K +25,104 +21%
Creative Planning
125
Creative Planning
Kansas
$3.1M +$161K +7,741 +6%