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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
301
Evanson Asset Management
California
$379K +$54.9K +3,545 +19%
SAM
302
Selway Asset Management
$378K -$1.16M -74,700 -77%
SXL
303
Summit X LLC
Missouri
$378K -$17.3K -1,115 -5%
BJL
304
Brighton Jones LLC
Washington
$378K +$346K +22,352 New
OBWG
305
Onyx Bridge Wealth Group
New York
$378K +$346K +22,352 New
SAS
306
Stelac Advisory Services
New York
$375K +$310 +20 +0.1%
OIA
307
OneDigital Investment Advisors
Kansas
$369K – – –
VEA
308
Virtus ETF Advisers
New York
$368K -$122K -7,861 -27%
PIA
309
Perennial Investment Advisors
California
$365K -$42.3K -2,729 -11%
VAM
310
Verity Asset Management
North Carolina
$359K +$330K +21,261 New
BAM
311
Belpointe Asset Management
Nevada
$358K -$1.84K -119 -0.6%
MCM
312
MAI Capital Management
Ohio
$358K +$329K +21,223 New
BA
313
Bard Associates
Illinois
$353K -$2.33K -150 -0.7%
SIAP
314
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$353K +$102K +6,600 +46%
CL
315
Choreo LLC
Illinois
$352K +$323K +20,828 New
SFS
316
Sowell Financial Services
Arkansas
$346K -$21.2K -1,365 -6%
HSA
317
HBK Sorce Advisory
Pennsylvania
$341K -$17.3K -1,114 -5%
PIA
318
Pinion Investment Advisors
Kansas
$341K +$43.2K +2,790 +16%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$341K +$312K +20,153 New
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$340K +$312K +20,114 New
PCC
321
Park Circle Company
Maryland
$338K – – –
AC
322
Athanor Capital
New York
$338K +$310K +19,999 New
SW
323
SVB Wealth
Massachusetts
$336K +$308K +19,878 New
LTI
324
Laffer Tengler Investments
Tennessee
$335K -$35.8K -2,312 -10%
AWA
325
Arkadios Wealth Advisors
Georgia
$334K +$307K +19,783 New
11 12
13
14 15