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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$379K +$34.4K +2,219 +11%
EAM
302
Evanson Asset Management
California
$379K +$54.9K +3,545 +19%
SAM
303
Selway Asset Management
$378K -$1.16M -74,700 -77%
BJL
304
Brighton Jones LLC
Washington
$378K +$346K +22,352 New
OBWG
305
Onyx Bridge Wealth Group
New York
$378K +$346K +22,352 New
SXL
306
Summit X LLC
Missouri
$378K +$348K +22,440 New
SAS
307
Stelac Advisory Services
New York
$375K +$310 +20 +0.1%
OIA
308
OneDigital Investment Advisors
Kansas
$369K – – –
VEA
309
Virtus ETF Advisers
New York
$368K -$122K -7,861 -27%
PIA
310
Perennial Investment Advisors
California
$365K -$42.3K -2,729 -11%
VAM
311
Verity Asset Management
North Carolina
$359K +$330K +21,261 New
BAM
312
Belpointe Asset Management
Nevada
$358K -$1.84K -119 -0.6%
MCM
313
MAI Capital Management
Ohio
$358K +$329K +21,223 New
BA
314
Bard Associates
Illinois
$353K -$2.33K -150 -0.7%
SIAP
315
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$353K +$102K +6,600 +46%
CL
316
Choreo LLC
Illinois
$352K +$323K +20,828 New
SFS
317
Sowell Financial Services
Arkansas
$346K -$21.2K -1,365 -6%
HSA
318
HBK Sorce Advisory
Pennsylvania
$341K -$17.3K -1,114 -5%
PIA
319
Pinion Investment Advisors
Kansas
$341K +$43.2K +2,790 +16%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$341K +$312K +20,153 New
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$340K +$312K +20,114 New
PCC
322
Park Circle Company
Maryland
$338K – – –
AC
323
Athanor Capital
New York
$338K +$310K +19,999 New
SW
324
SVB Wealth
Massachusetts
$336K +$308K +19,878 New
LTI
325
Laffer Tengler Investments
Tennessee
$335K -$35.8K -2,312 -10%
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13
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