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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$4.7M +$518K +27,736 +12%
TCBWMS
127
Texas Capital Bank Wealth Management Services
Texas
$4.63M +$38.3K +2,052 +0.8%
TW
128
ticino wealth
California
$4.52M +$642K +34,407 +16%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$4.41M -$50.3K -2,694 -1%
OSNBOA
130
Old Second National Bank of Aurora
Illinois
$4.16M +$4.19M +224,251 New
PA
131
Perennial Advisors
New York
$4.16M -$222K -11,885 -5%
FFA
132
Farther Finance Advisors
California
$4.14M +$1.15M +61,495 +38%
FM
133
Family Management
New York
$4.08M +$589K +31,569 +17%
CCM
134
Condor Capital Management
New Jersey
$4.02M -$41.9K -2,247 -1%
TC
135
Truvestments Capital
Florida
$3.98M +$53.1K +2,847 +1%
CCFM
136
Clear Creek Financial Management
Washington
$3.69M -$129K -6,919 -3%
CWM
137
Challenger Wealth Management
California
$3.64M -$537K -28,745 -13%
SIC
138
Salem Investment Counselors
North Carolina
$3.63M -$504K -27,010 -12%
AAP
139
Arax Advisory Partners
Colorado
$3.63M +$3.11M +166,722 +570%
LWP
140
LFG Wealth Partners
Kentucky
$3.61M +$578K +30,966 +19%
IP
141
Intellectus Partners
California
$3.6M +$418K +22,413 +13%
SCI
142
Stableford Capital II
Arizona
$3.57M +$11.9K +638 +0.3%
WA
143
Waverly Advisors
Alabama
$3.57M +$118K +6,321 +3%
NA
144
NewEdge Advisors
Louisiana
$3.56M +$899K +48,134 +33%
AWM
145
Avior Wealth Management
Nebraska
$3.49M -$126K -6,746 -3%
Universal-Beteiligungs- und Servicegesellschaft
146
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.47M +$317K +17,007 +10%
BAAM
147
Baker Avenue Asset Management
California
$3.45M +$29K +1,551 +0.8%
IWM
148
IHT Wealth Management
Illinois
$3.38M +$264K +14,117 +8%
PL
149
Parkwood LLC
Ohio
$3.31M
BP
150
BBR Partners
New York
$3.3M +$435K +23,318 +15%