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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$3.1M +$161K +7,741 +6%
PA
127
Perennial Advisors
New York
$3.08M +$171K +8,245 +6%
TCA
128
Transcend Capital Advisors
New Jersey
$3.07M -$88.8K -4,276 -3%
AWS
129
AJ Wealth Strategies
New York
$3.05M +$67.6K +3,257 +2%
BP
130
BBR Partners
New York
$3.04M – – –
CWP
131
Curated Wealth Partners
California
$3.04M – – –
CSA
132
Cottage Street Advisors
Massachusetts
$3.02M +$28.8K +1,386 +1%
Deutsche Bank
133
Deutsche Bank
Germany
$3.01M +$1.89M +90,811 +178%
PAG
134
Private Advisor Group
New Jersey
$2.95M +$149K +7,165 +5%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$2.91M +$91.5K +4,406 +3%
Lido Advisors
136
Lido Advisors
California
$2.88M +$1.89M +91,027 +203%
Millennium Management
137
Millennium Management
New York
$2.86M -$16.2M -779,548 -85%
FA
138
Financial Advantage
Maryland
$2.84M -$13.8K -666 -0.5%
WA
139
Wambolt & Associates
Colorado
$2.82M +$169K +8,144 +7%
DW
140
Domani Wealth
Pennsylvania
$2.81M – – –
CBB
141
Citizens Business Bank
California
$2.75M – – –
MAWAG
142
Mid-American Wealth Advisory Group
Missouri
$2.67M +$2.61M +125,851 New
C
143
Certuity
Florida
$2.62M +$466K +22,427 +22%
TC
144
Truvestments Capital
Florida
$2.61M +$45.2K +2,174 +2%
BCV
145
Banque Cantonale Vaudoise
Switzerland
$2.56M – – –
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$2.52M -$67.6K -3,256 -3%
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.48M – – –
CA
148
Cetera Advisors
Colorado
$2.47M -$2.43K -117 -0.1%
AG
149
Ascent Group
Virginia
$2.46M +$2.43M +117,050 New
GMA
150
Glassy Mountain Advisors
Maryland
$2.41M +$2.36M +113,840 New