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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthPLAN Partners
Nebraska
$1.26M -$605K -30,163 -33%
SFG
202
StrategIQ Financial Group
Indiana
$1.26M +$60.1K +3,001 +5%
Allianz Asset Management
203
Allianz Asset Management
Germany
$1.24M +$935K +46,650 +331%
NGA
204
Naples Global Advisors
Florida
$1.22M +$10K +500 +0.8%
ACM
205
Ascendant Capital Management
California
$1.22M -$200K -10,000 -14%
T. Rowe Price Associates
206
T. Rowe Price Associates
Maryland
$1.22M – – –
WANY
207
Wealthspire Advisors (New York)
New York
$1.2M +$1.19M +59,167 New
BMWM
208
Brown Miller Wealth Management
Virginia
$1.19M -$12.1K -604 -1%
LF
209
Lantz Financial
Illinois
$1.18M +$21.5K +1,072 +2%
Northern Trust
210
Northern Trust
Illinois
$1.16M -$1.73M -86,294 -60%
CCFM
211
Clear Creek Financial Management
Washington
$1.14M +$14.3K +716 +1%
CAG
212
Csenge Advisory Group
Florida
$1.14M +$18K +896 +2%
WA
213
WESPAC Advisors
California
$1.12M +$597K +29,804 +118%
IFG
214
Independent Financial Group
California
$1.11M +$57.9K +2,888 +6%
ARC
215
Advisor Resource Council
Texas
$1.09M +$1.07M +53,435 New
Group One Trading
216
Group One Trading
Illinois
$1.07M +$728K +36,327 +222%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$1.06M +$149K +7,444 +17%
Brown Advisory
218
Brown Advisory
Maryland
$1.05M -$37.4K -1,867 -3%
KWM
219
Kingsview Wealth Management
Oregon
$1.04M -$66.2K -3,305 -6%
Deutsche Bank
220
Deutsche Bank
Germany
$1.04M -$490K -24,443 -32%
HI
221
Harbour Investments
Wisconsin
$1.03M +$76K +3,790 +8%
ACM
222
Ayrshire Capital Management
Connecticut
$1.02M +$23.9K +1,194 +2%
ECA
223
Elevated Capital Advisors
Utah
$1.02M +$1.01M +50,195 New
SBIA
224
Sheaff Brock Investment Advisors
Indiana
$1M +$96.4K +4,809 +11%
KPWS
225
Kestra Private Wealth Services
Texas
$994K +$46K +2,297 +5%