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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$3.34M +$538K +25,753 +19%
MA
152
Mutual Advisors
Nebraska
$3.33M +$6.54K +313 +0.2%
MFIM
153
Mesirow Financial Investment Management
Illinois
$3.33M -$278K -13,300 -8%
AWM
154
AE Wealth Management
Kansas
$3.33M +$334K +16,007 +11%
WSCM
155
Wellington Shields Capital Management
New York
$3.32M +$162K +7,732 +5%
FFN
156
Focus Financial Network
Minnesota
$3.29M -$542K -25,923 -14%
BP
157
BBR Partners
New York
$3.25M +$21K +1,006 +0.6%
TC
158
Truvestments Capital
Florida
$3.24M +$74.6K +3,571 +2%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$3.22M -$5.68K -272 -0.2%
CWP
160
Curated Wealth Partners
California
$3.19M +$3.2M +153,208 New
PC
161
Prairiewood Capital
North Dakota
$3.17M +$295K +14,117 +10%
PCA
162
Providence Capital Advisors
North Carolina
$3.15M +$44.8K +2,145 +1%
Citadel Advisors
163
Citadel Advisors
Florida
$3.14M -$5.83M -279,070 -65%
OWP
164
Obermeyer Wealth Partners
Colorado
$3.14M +$246K +11,785 +8%
CTI
165
Community Trust & Investment
Kentucky
$3.13M -$35.5K -1,701 -1%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$3.07M -$237K -11,365 -7%
EE
167
EWG Elevate
California
$2.94M -$114K -5,463 -4%
BCM
168
BluePointe Capital Management
California
$2.89M +$41.4K +1,984 +1%
IWM
169
IHT Wealth Management
Illinois
$2.87M -$188K -8,981 -6%
Truist Financial
170
Truist Financial
North Carolina
$2.86M +$60.3K +2,888 +2%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.86M -$201K -9,599 -7%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$2.83M +$63.4K +3,033 +2%
TCBWMS
173
Texas Capital Bank Wealth Management Services
Texas
$2.83M +$113K +5,423 +4%
Kovitz Investment Group Partners
174
Kovitz Investment Group Partners
Illinois
$2.79M +$83.8K +4,012 +3%
SPC
175
Sigma Planning Corp
Michigan
$2.78M -$63K -3,014 -2%