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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$6.46M +$165K +7,933 +3%
Lido Advisors
102
Lido Advisors
California
$6.36M +$3.89M +187,216 +161%
SIC
103
Salem Investment Counselors
North Carolina
$6.25M -$182K -8,783 -3%
Citadel Advisors
104
Citadel Advisors
Florida
$6.21M +$3.03M +145,912 +97%
CIC
105
Carnegie Investment Counsel
Ohio
$6.12M +$902K +43,440 +17%
DC
106
Davenport & Co
Virginia
$6.11M -$27.4K -1,317 -0.4%
FCMA
107
Foresight Capital Management Advisors
Michigan
$5.88M +$414K +19,920 +8%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.77M
William Blair & Company
109
William Blair & Company
Illinois
$5.69M +$50.4K +2,425 +0.9%
IFG
110
Independent Financial Group
California
$5.62M +$85.8K +4,130 +2%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$5.59M -$268K -12,882 -5%
BCV
112
Banque Cantonale Vaudoise
Switzerland
$5.59M +$1.45M +70,000 +36%
SIG
113
Sargent Investment Group
Maryland
$5.41M -$162K -7,810 -3%
CWM
114
Congress Wealth Management
Massachusetts
$5.36M +$1.19M +57,367 +29%
Creative Planning
115
Creative Planning
Kansas
$5.36M -$1.4M -67,360 -21%
CCM
116
Callodine Capital Management
Massachusetts
$5.24M +$1.04M +50,000 +25%
WA
117
Wambolt & Associates
Colorado
$5.09M +$266K +12,809 +6%
MCP
118
Mirador Capital Partners
California
$5.02M +$83.4K +4,016 +2%
FIA
119
Foundations Investment Advisors
Arizona
$5M +$601K +28,947 +14%
FPCG
120
Fort Pitt Capital Group
Pennsylvania
$5M +$408K +19,624 +9%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$4.98M +$4.94M +237,688 New
KCPG
122
Kavar Capital Partners Group
Kansas
$4.94M +$240K +11,548 +5%
FIM
123
Fernwood Investment Management
Massachusetts
$4.83M -$46.8K -2,251 -1%
BPA
124
Beacon Pointe Advisors
California
$4.79M +$87.4K +4,210 +2%
SW
125
SlateStone Wealth
Florida
$4.78M -$30.9K -1,487 -0.6%