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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
301
Lantz Financial
Illinois
$1M -$27.1K -1,398 -2%
IWN
302
Independent Wealth Network
Iowa
$1M +$43.6K +2,254 +4%
OBWG
303
Onyx Bridge Wealth Group
New York
$987K +$33.8K +1,748 +3%
AWM
304
Accel Wealth Management
Iowa
$986K -$7.98K -412 -0.7%
IA
305
Inspire Advisors
Idaho
$981K +$15.2K +786 +1%
CB
306
Commerce Bank
Missouri
$972K +$92.9K +4,797 +10%
ECP
307
Elemental Capital Partners
California
$967K +$1.04M +53,643 New
AWE
308
Avidian Wealth Enterprises
Texas
$965K +$477K +24,649 +85%
PA
309
Parallel Advisors
California
$963K -$118K -6,121 -10%
AF
310
Allworth Financial
California
$959K -$93.2K -4,813 -8%
DM
311
Delphi Management
Massachusetts
$955K -$202K -10,441 -16%
NFSG
312
Newbridge Financial Services Group
Florida
$948K -$2.17M -112,149 -68%
EMAM
313
Encompass More Asset Management
California
$938K +$1.01M +52,055 New
MM
314
MQS Management
New York
$915K +$983K +50,785 New
IPAM
315
Investment Partners Asset Management
New Jersey
$913K -$277K -14,329 -22%
MCA
316
Magnolia Capital Advisors
Mississippi
$908K -$1.29M -66,727 -57%
GWM
317
Geneos Wealth Management
Colorado
$907K -$105K -5,448 -10%
HP
318
Havemeyer Place
Connecticut
$907K +$99.6K +5,146 +11%
TWM
319
TRB Wealth Management
Texas
$901K +$968K +50,000 New
BWM
320
BKM Wealth Management
Wisconsin
$901K +$58K +2,997 +6%
SWP
321
Stratos Wealth Partners
Ohio
$894K -$187K -9,667 -16%
GCM
322
Graham Capital Management
Connecticut
$892K – – –
EH
323
Equitable Holdings
New York
$875K -$50.4K -2,604 -6%
BCM
324
Brookstone Capital Management
Illinois
$873K +$45.2K +2,335 +5%
JIP
325
Jaffetilchin Investment Partners
Florida
$860K -$814K -42,072 -47%
11 12
13
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