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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$7.74M +$1.08M +49,982 +16%
PAG
102
Private Advisor Group
New Jersey
$7.39M +$532K +24,652 +8%
ACM
103
Aquatic Capital Management
Illinois
$7.27M +$2.79M +129,361 +64%
KAS
104
Kestra Advisory Services
Texas
$7.16M +$400K +18,559 +6%
HCM
105
Hilton Capital Management
New York
$6.9M -$908K -42,097 -12%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$6.79M -$580K -26,884 -8%
CIC
107
Carnegie Investment Counsel
Ohio
$6.76M +$364K +16,857 +6%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$6.69M +$833K +38,624 +14%
NFT
109
Nan Fung Trinity
Hong Kong
$6.63M +$6.54M +303,100 New
DC
110
Davenport & Co
Virginia
$6.48M +$89.3K +4,141 +1%
FIA
111
Foundations Investment Advisors
Arizona
$6.45M +$1.2M +55,561 +23%
FCMA
112
Foresight Capital Management Advisors
Michigan
$6.44M +$292K +13,540 +5%
IFG
113
Independent Financial Group
California
$6.17M +$288K +13,371 +5%
William Blair & Company
114
William Blair & Company
Illinois
$6.14M +$194K +8,986 +3%
Skandinaviska Enskilda Banken (SEB)
115
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.05M – – –
SAM
116
Smith Asset Management
Florida
$5.9M +$5.82M +269,725 New
Creative Planning
117
Creative Planning
Kansas
$5.83M +$223K +10,337 +4%
SIG
118
Sargent Investment Group
Maryland
$5.82M +$110K +5,115 +2%
BPA
119
Beacon Pointe Advisors
California
$5.77M +$755K +35,008 +15%
MCP
120
Mirador Capital Partners
California
$5.32M +$69.4K +3,217 +1%
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$5.24M +$652K +30,217 +14%
KCPG
122
Kavar Capital Partners Group
Kansas
$5.24M +$76.4K +3,542 +2%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M +$245K +11,355 +5%
FIM
124
Fernwood Investment Management
Massachusetts
$5.09M +$37.1K +1,719 +0.7%
MFIM
125
Mesirow Financial Investment Management
Illinois
$5.05M +$407K +18,857 +9%