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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
101
Romano Brothers & Co
Illinois
$7.75M +$769K +35,659 +11%
Lido Advisors
102
Lido Advisors
California
$7.74M +$1.08M +49,982 +16%
PAG
103
Private Advisor Group
New Jersey
$7.39M +$532K +24,652 +8%
ACM
104
Aquatic Capital Management
Illinois
$7.27M +$2.79M +129,361 +64%
KAS
105
Kestra Advisory Services
Texas
$7.16M +$400K +18,559 +6%
HCM
106
Hilton Capital Management
New York
$6.9M -$908K -42,097 -12%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$6.79M -$580K -26,884 -8%
CIC
108
Carnegie Investment Counsel
Ohio
$6.76M +$364K +16,857 +6%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$6.69M +$833K +38,624 +14%
NFT
110
Nan Fung Trinity
Hong Kong
$6.63M +$6.54M +303,100 New
DC
111
Davenport & Co
Virginia
$6.48M +$89.3K +4,141 +1%
FIA
112
Foundations Investment Advisors
Arizona
$6.45M +$1.2M +55,561 +23%
FCMA
113
Foresight Capital Management Advisors
Michigan
$6.44M +$292K +13,540 +5%
IFG
114
Independent Financial Group
California
$6.17M +$288K +13,371 +5%
William Blair & Company
115
William Blair & Company
Illinois
$6.14M +$194K +8,986 +3%
Skandinaviska Enskilda Banken (SEB)
116
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.05M
SAM
117
Smith Asset Management
Florida
$5.9M +$5.82M +269,725 New
Creative Planning
118
Creative Planning
Kansas
$5.83M +$223K +10,337 +4%
SIG
119
Sargent Investment Group
Maryland
$5.82M +$110K +5,115 +2%
BPA
120
Beacon Pointe Advisors
California
$5.77M +$755K +35,008 +15%
MCP
121
Mirador Capital Partners
California
$5.32M +$69.4K +3,217 +1%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$5.24M +$652K +30,217 +14%
KCPG
123
Kavar Capital Partners Group
Kansas
$5.24M +$76.4K +3,542 +2%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M +$245K +11,355 +5%
FIM
125
Fernwood Investment Management
Massachusetts
$5.09M +$37.1K +1,719 +0.7%