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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
276
GoalVest Advisory
New York
$911K -$382K -20,694 -30%
SWP
277
Strategic Wealth Partners
Ohio
$900K +$885K +47,902 New
EFS
278
Essex Financial Services
Connecticut
$892K +$40.7K +2,202 +5%
AIMCA
279
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$889K – – –
PGF
280
Plan Group Financial
Oklahoma
$871K +$843K +45,638 New
BW
281
Bison Wealth
Georgia
$865K +$321K +17,393 +61%
FNBOMD
282
First National Bank of Mount Dora
Florida
$864K – – –
CWM
283
C2C Wealth Management
Arizona
$863K – – –
TI
284
Tidal Investments
Wisconsin
$861K +$222 +12 +0%
NGA
285
Naples Global Advisors
Florida
$857K -$365K -19,735 -30%
BIM
286
Baldwin Investment Management
Pennsylvania
$852K +$32.4K +1,753 +4%
HCPC
287
Hamilton Capital Partners (Canada)
$840K – – –
UCFA
288
United Capital Financial Advisors
Texas
$837K -$75.1K -4,068 -8%
V
289
Veritable
Delaware
$832K +$5.45K +295 +0.7%
JSL
290
JT Stratford LLC
Georgia
$817K +$803K +43,495 New
ACM
291
Aquatic Capital Management
Illinois
$810K +$796K +43,100 New
BAG
292
Bridgewealth Advisory Group
California
$807K +$21.3K +1,153 +3%
CAG
293
Csenge Advisory Group
Florida
$803K -$6.91K -374 -0.9%
CFB
294
Cullen/Frost Bankers
Texas
$801K -$30K -1,624 -4%
SFS
295
Sowell Financial Services
Arkansas
$777K +$22.4K +1,212 +3%
MC
296
Moors & Cabot
Massachusetts
$773K -$14.5K -783 -2%
HI
297
Harbour Investments
Wisconsin
$771K -$52K -2,818 -6%
BO
298
Bank OZK
Arkansas
$770K – – –
RP
299
Riverbridge Partners
Minnesota
$766K -$593K -32,103 -44%
BIAS
300
Beacon Investment Advisory Services
New Jersey
$765K +$97K +5,249 +15%
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