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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Joel Isaacson & Co
New York
$3.04M +$9.71K +517 +0.3%
NFC
127
Northeast Financial Consultants
Connecticut
$2.99M – – –
EE
128
EWG Elevate
California
$2.96M +$3.01M +160,212 New
GBI
129
GP Brinson Investments
Illinois
$2.93M -$3.46M -184,339 -54%
CAN
130
Cetera Advisor Networks
California
$2.91M +$740K +39,390 +33%
SSA
131
Schonfeld Strategic Advisors
New York
$2.9M +$52.6K +2,800 +2%
SPC
132
Sigma Planning Corp
Michigan
$2.89M +$369K +19,644 +14%
TCA
133
Transcend Capital Advisors
New Jersey
$2.89M +$266K +14,157 +10%
LP
134
LMR Partners
United Kingdom
$2.85M +$48.4K +2,579 +2%
WA
135
Wambolt & Associates
Colorado
$2.84M +$75.2K +4,003 +3%
CAM
136
Cresset Asset Management
Illinois
$2.78M +$212K +11,276 +8%
BP
137
BBR Partners
New York
$2.74M +$564K +30,006 +25%
TA
138
Tectonic Advisors
Texas
$2.73M +$612K +32,592 +28%
DW
139
Domani Wealth
Pennsylvania
$2.73M – – –
FMN
140
Financial Management Network
California
$2.71M +$120K +6,382 +5%
BRWA
141
B. Riley Wealth Advisors
Florida
$2.69M -$59K -3,140 -2%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$2.68M -$139K -7,399 -5%
CWP
143
Curated Wealth Partners
California
$2.65M – – –
TCBWMS
144
Texas Capital Bank Wealth Management Services
Texas
$2.63M +$694K +36,961 +35%
NAM
145
Nissay Asset Management
Japan
$2.63M – – –
PCA
146
Providence Capital Advisors
North Carolina
$2.62M -$46.4K -2,471 -2%
CTI
147
Community Trust & Investment
Kentucky
$2.61M +$26.3K +1,401 +1%
Lido Advisors
148
Lido Advisors
California
$2.57M -$326K -17,371 -11%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$2.55M +$842K +44,840 +48%
AG
150
Ascent Group
Virginia
$2.55M +$96.4K +5,130 +4%