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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
276
Grace Capital
Massachusetts
$499K – – –
GH
277
GAM Holding
Switzerland
$484K -$101K -5,705 -17%
VFA
278
Voya Financial Advisors
Connecticut
$482K +$1.86K +105 +0.4%
WCM
279
Whitener Capital Management
North Carolina
$471K +$1.04K +59 +0.2%
MWP
280
MYCIO Wealth Partners
Pennsylvania
$471K +$464K +26,250 New
WP
281
WealthSource Partners
California
$469K +$30.9K +1,748 +7%
RFN
282
RDA Financial Network
Iowa
$466K +$19.5K +1,100 +4%
AFP
283
Ausdal Financial Partners
Iowa
$461K +$442 +25 +0.1%
WRM
284
Weybosset Research & Management
Rhode Island
$448K +$3.54K +200 +0.8%
PFPT
285
Pinnacle Financial Partners (Tennessee)
Tennessee
$442K – – –
SEC
286
Seven Eight Capital
New York
$442K +$436K +24,658 New
CH
287
Canton Hathaway
Rhode Island
$436K +$30.8K +1,740 +8%
CFGS
288
Concourse Financial Group Securities
Alabama
$428K -$6.53K -369 -2%
MWM
289
Merriman Wealth Management
Washington
$423K +$18.2K +1,029 +5%
SSG
290
Summit Securities Group
New York
$420K -$1.22M -69,000 -75%
OFW
291
Omnia Family Wealth
Florida
$416K +$38.7K +2,188 +10%
AWA
292
Arete Wealth Advisors
Illinois
$414K +$23.3K +1,317 +6%
NA
293
NewEdge Advisors
Louisiana
$405K +$1.11K +63 +0.3%
SXL
294
Summit X LLC
Missouri
$404K – – –
BA
295
Bard Associates
Illinois
$399K – – –
KPW
296
Kore Private Wealth
New York
$398K +$123K +6,930 +45%
CSS
297
Cubist Systematic Strategies
Connecticut
$395K -$123K -6,953 -24%
MC
298
Moors & Cabot
Massachusetts
$391K -$17.4K -983 -4%
BRWA
299
B. Riley Wealth Advisors
Florida
$391K +$85.4K +4,828 +28%
WT
300
Whittier Trust
California
$388K – – –
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