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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
376
Bayesian Capital Management
New York
$149K +$152K +10,700 New
CDH
377
Charles D. Hyman
$148K – – –
SIM
378
SSI Investment Management
California
$146K -$10.9K -765 -7%
HKAM
379
Horizon Kinetics Asset Management
New York
$146K -$3.48K -245 -2%
KACA
380
Kayne Anderson Capital Advisors
California
$146K – – –
DFG
381
Demars Financial Group
Washington
$145K +$148K +10,376 New
PAS
382
Partnervest Advisory Services
California
$144K +$384 +27 +0.3%
OFW
383
Omnia Family Wealth
Florida
$140K – – –
CCM
384
Covington Capital Management
California
$126K – – –
VFA
385
Valeo Financial Advisors
Indiana
$124K -$1.85K -130 -1%
BBHC
386
Brown Brothers Harriman & Co
New York
$117K – – –
HPC
387
HM Payson & Co
Maine
$117K +$28.4K +2,000 +31%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$107K +$109K +7,665 New
MDCM
389
Morgan Dempsey Capital Management
Wisconsin
$105K -$6.02M -422,892 -98%
FCM
390
Firestone Capital Management
Florida
$105K +$107K +7,500 New
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$103K +$17.2K +1,206 +20%
NFSG
392
Newbridge Financial Services Group
Florida
$103K +$105K +7,401 New
S
393
SignatureFD
Georgia
$100K +$36.3K +2,550 +55%
HCM
394
Highlander Capital Management
New Jersey
$96K +$85.4K +6,000 +679%
SIC
395
Salem Investment Counselors
North Carolina
$91K – – –
TRCT
396
Tower Research Capital (TRC)
New York
$89K +$47.7K +3,350 +111%
WEC
397
Winslow Evans & Crocker
Massachusetts
$88K -$54.1K -3,800 -38%
MWP
398
Meridian Wealth Partners
Pennsylvania
$88K -$17.8K -1,250 -16%
1IA
399
1834 Investment Advisors
Wisconsin
$88K +$89.6K +6,300 New
CFA
400
Carroll Financial Associates
North Carolina
$87K – – –
14 15
16
17 18