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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
301
Axiom Advisory
California
$1.04M +$39.5K +1,903 +4%
JWCA
302
J.W. Cole Advisors
Florida
$1.03M -$46.1K -2,219 -4%
GRP
303
Global Retirement Partners
California
$1.02M -$197K -9,493 -16%
AA
304
Ancora Advisors
Ohio
$1.02M +$35.7K +1,717 +4%
WWM
305
Western Wealth Management
Colorado
$1.02M +$238K +11,440 +31%
MHS
306
M Holdings Securities
Oregon
$1.01M -$182K -8,752 -15%
EAM
307
Everstar Asset Management
North Carolina
$1.01M +$1M +48,180 New
EBA
308
Eagle Bay Advisors
New York
$1.01M +$53.7K +2,587 +6%
KCM
309
Kathmere Capital Management
Pennsylvania
$999K -$3.3K -159 -0.3%
LTAS
310
Linden Thomas Advisory Services
North Carolina
$998K +$35.6K +1,714 +4%
AIMCA
311
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$990K – – –
PGF
312
Plan Group Financial
Oklahoma
$979K +$103K +4,935 +12%
FNBOMD
313
First National Bank of Mount Dora
Florida
$963K – – –
ASN
314
Advisory Services Network
Georgia
$961K – – –
AWM
315
Accel Wealth Management
Iowa
$959K -$82K -3,946 -8%
GIM
316
Guild Investment Management
California
$951K – – –
SW
317
SteelPeak Wealth
California
$939K -$17.9K -864 -2%
AG
318
Ascent Group
Virginia
$935K -$165K -7,950 -15%
IWN
319
Independent Wealth Network
Iowa
$933K -$228 -11 -0%
HI
320
Harbour Investments
Wisconsin
$929K +$48.2K +2,322 +6%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$922K +$8.31K +400 +0.9%
VAM
322
Verity Asset Management
North Carolina
$921K +$186K +8,962 +26%
OBWG
323
Onyx Bridge Wealth Group
New York
$913K +$11K +531 +1%
BAM
324
Belpointe Asset Management
Nevada
$907K -$312K -15,011 -26%
ZIG
325
Zuckerman Investment Group
Illinois
$900K – – –
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13
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