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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
151
Clear Creek Financial Management
Washington
$3.13M +$1.74M +86,091 +134%
MHI
152
Miller Howard Investments
New York
$3.12M – – –
CAM
153
Cubic Asset Management
Massachusetts
$3.1M +$1.01K +50 +0%
PCA
154
Providence Capital Advisors
North Carolina
$3.1M +$68.2K +3,367 +2%
IWM
155
IHT Wealth Management
Illinois
$3.06M +$225K +11,100 +8%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$500K -24,670 -14%
EE
157
EWG Elevate
California
$3.05M +$175K +8,614 +6%
AWM
158
AE Wealth Management
Kansas
$2.99M -$3.72M -183,422 -56%
OWP
159
Obermeyer Wealth Partners
Colorado
$2.89M +$1.88M +92,569 +201%
PC
160
Prairiewood Capital
North Dakota
$2.87M +$561K +27,668 +25%
AWS
161
Atria Wealth Solutions
New York
$2.86M +$313K +15,474 +13%
HWAM
162
Hennion & Walsh Asset Management
New Jersey
$2.85M -$189K -9,319 -6%
BCM
163
BluePointe Capital Management
California
$2.84M +$76.5K +3,774 +3%
SPC
164
Sigma Planning Corp
Michigan
$2.84M +$819K +40,415 +42%
PCA
165
Pallas Capital Advisors
Massachusetts
$2.84M +$321K +15,862 +13%
Truist Financial
166
Truist Financial
North Carolina
$2.8M +$187K +9,219 +7%
Barclays
167
Barclays
United Kingdom
$2.79M +$2.63M +129,600 +2,899%
AWA
168
Arkadios Wealth Advisors
Georgia
$2.78M -$159K -7,850 -6%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$2.76M +$324K +16,012 +14%
TCBWMS
170
Texas Capital Bank Wealth Management Services
Texas
$2.71M +$324K +16,017 +14%
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$2.7M +$1.44M +71,007 +121%
Brown Advisory
172
Brown Advisory
Maryland
$2.66M +$65.4K +3,229 +3%
WC
173
Waterloo Capital
Texas
$2.59M +$161K +7,938 +7%
BAAM
174
Baker Avenue Asset Management
California
$2.58M -$122K -6,011 -5%
AAS
175
Avantax Advisory Services
Texas
$2.58M +$624K +30,811 +33%