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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSB
376
Greenfield Savings Bank
Massachusetts
$387K +$426K +21,600 New
AIP
377
Almanack Investment Partners
Pennsylvania
$379K – – –
RBFC
378
Roman Butler Fullerton & Co
Missouri
$377K +$2.15K +109 +0.6%
C
379
Certuity
Florida
$375K -$2.58M -130,728 -86%
CP
380
Camelot Portfolios
Ohio
$374K -$19.1K -969 -4%
V
381
Veritable
Delaware
$373K – – –
SFS
382
Stiles Financial Services
Minnesota
$373K +$7.9K +401 +2%
SXL
383
Summit X LLC
Missouri
$373K +$50.9K +2,580 +14%
WFC
384
Western Financial Corp
California
$372K +$10K +509 +3%
JMF
385
Johnson Midwest Financial
Iowa
$366K +$217 +11 +0.1%
SIC
386
Sterling Investment Counsel
New York
$365K +$16.9K +855 +4%
PWM
387
Purus Wealth Management
California
$364K -$9.01K -457 -2%
FLPIM
388
F.L. Putnam Investment Management
Massachusetts
$362K +$3.98K +202 +1%
PCC
389
Park Circle Company
Maryland
$359K – – –
TH
390
TCTC Holdings
Texas
$359K – – –
DI
391
DFPG Investments
Utah
$354K -$4.42K -224 -1%
RAM
392
Redmond Asset Management
Virginia
$348K – – –
RJT
393
Raymond James Trust
Florida
$348K +$69.9K +3,544 +22%
TSS
394
Two Sigma Securities
New York
$343K +$378K +19,155 New
FPAS
395
Focus Partners Advisor Solutions
Missouri
$340K +$45.5K +2,308 +14%
ACM
396
Aquatic Capital Management
Illinois
$335K +$329K +16,700 +835%
CWM
397
Castle Wealth Management
Florida
$330K +$362K +18,380 New
MA
398
MONECO Advisors
Connecticut
$326K -$11.6K -590 -3%
EW
399
Evoke Wealth
California
$326K – – –
MWM
400
Modera Wealth Management
New Jersey
$325K – – –
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