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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BP
151
BBR Partners
New York
$3.3M +$435K +23,318 +15%
WA
152
Whipplewood Advisors
Colorado
$3.29M +$916K +49,054 +38%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$3.26M +$84.8K +4,542 +3%
JFG
154
Jefferies Financial Group
New York
$3.25M -$438K -23,462 -12%
RIL
155
Rothschild Investment LLC
Illinois
$3.23M +$1.04M +55,914 +47%
PCA
156
Providence Capital Advisors
North Carolina
$3.22M -$12.4K -662 -0.4%
CSA
157
Cornerstone Select Advisors
Missouri
$3.18M +$151K +8,073 +5%
SPC
158
Sigma Planning Corp
Michigan
$3.17M +$243K +13,036 +8%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$3.1M +$83.8K +4,491 +3%
AWA
160
Arkadios Wealth Advisors
Georgia
$3.07M +$9.26K +496 +0.3%
IAA
161
Independent Advisor Alliance
North Carolina
$3.05M -$18.8K -1,007 -0.6%
AFA
162
AA Financial Advisors
Ohio
$3.04M +$295K +15,781 +11%
CWP
163
Curated Wealth Partners
California
$3M – – –
Truist Financial
164
Truist Financial
North Carolina
$2.99M +$523K +28,021 +21%
CIA
165
Concurrent Investment Advisors
Florida
$2.88M +$1.65M +88,558 +132%
WC
166
Waterloo Capital
Texas
$2.88M -$44.4K -2,376 -2%
GIC
167
Generali Investments CEE
Czech Republic
$2.86M – – –
CTI
168
Community Trust & Investment
Kentucky
$2.85M +$103K +5,532 +4%
PFS
169
Prospera Financial Services
Texas
$2.83M +$193K +10,336 +7%
ATC
170
Argent Trust Co
Tennessee
$2.8M +$128K +6,870 +5%
CA
171
Cornerstone Advisory
Maryland
$2.78M -$17.2K -920 -0.6%
PCM
172
Prelude Capital Management
New York
$2.78M +$1.4M +75,000 +100%
PGF
173
Plan Group Financial
Oklahoma
$2.72M +$476K +25,473 +21%
CSA
174
Cottage Street Advisors
Massachusetts
$2.7M -$225K -12,065 -8%
FFP
175
FourThought Financial Partners
Florida
$2.65M +$79.7K +4,268 +3%