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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
201
Key Client Fiduciary Advisors
New Jersey
$1.48M -$15.1K -803 -1%
QT
202
Quantbot Technologies
New York
$1.43M +$1.46M +77,637 New
CCM
203
Condor Capital Management
New Jersey
$1.43M +$123K +6,546 +9%
State Street
204
State Street
Massachusetts
$1.42M – – –
SFG
205
StrategIQ Financial Group
Indiana
$1.4M -$36.6K -1,949 -3%
CPA
206
Cardiff Park Advisors
California
$1.4M +$27.3K +1,453 +2%
CCM
207
Callodine Capital Management
Massachusetts
$1.39M -$2.78M -147,887 -66%
AFG
208
Albion Financial Group
Utah
$1.36M +$113K +6,000 +9%
VWA
209
V Wealth Advisors
Kansas
$1.35M -$574K -30,559 -29%
GWM
210
Geneos Wealth Management
Colorado
$1.34M +$132K +7,008 +11%
Barclays
211
Barclays
United Kingdom
$1.33M -$8.6M -457,947 -86%
RP
212
Riverbridge Partners
Minnesota
$1.32M +$61.9K +3,298 +5%
AAS
213
Avantax Advisory Services
Texas
$1.32M +$348K +18,533 +35%
CFGS
214
Concourse Financial Group Securities
Alabama
$1.31M +$1.34M +71,078 New
KPWS
215
Kestra Private Wealth Services
Texas
$1.29M +$30.8K +1,639 +2%
TFCM
216
Taylor Frigon Capital Management
Arizona
$1.29M -$17.5K -934 -1%
SPIA
217
Steward Partners Investment Advisory
New York
$1.28M +$68.4K +3,641 +6%
HWM
218
HB Wealth Management
Georgia
$1.27M +$249K +13,251 +24%
AI
219
Atria Investments
North Carolina
$1.27M +$51.6K +2,745 +4%
TPA
220
Trivium Point Advisory
Connecticut
$1.27M +$27.8K +1,480 +2%
LCWP
221
Legacy Capital Wealth Partners
Arkansas
$1.27M +$181K +9,614 +16%
SIC
222
Salem Investment Counselors
North Carolina
$1.26M +$1.09M +57,900 +550%
PHS
223
Pekin Hardy Strauss
Illinois
$1.26M -$39.4K -2,100 -3%
NGA
224
Naples Global Advisors
Florida
$1.25M +$25.8K +1,375 +2%
WIM
225
WealthPlan Investment Management
Nebraska
$1.24M -$583K -31,043 -33%