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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
376
Brown Brothers Harriman & Co
New York
$637K +$71.2K +3,677 +12%
NC
377
NewSquare Capital
Pennsylvania
$630K +$19.6K +1,010 +3%
GC
378
Guggenheim Capital
Illinois
$630K +$15.7K +813 +2%
MT
379
Midwest Trust
Kansas
$620K – – –
FFA
380
Founders Financial Alliance
North Carolina
$619K -$561 -29 -0.1%
FWP
381
Family Wealth Partners
North Carolina
$595K +$151K +7,796 +31%
MCA
382
Millennium Capital Advisors
Arkansas
$585K – – –
IF
383
Intrua Financial
Texas
$584K +$98.6K +5,092 +19%
CAM
384
Cresset Asset Management
Illinois
$581K -$46.3K -2,392 -7%
PWM
385
Palacios Wealth Management
Florida
$579K +$274K +14,139 +88%
STB
386
S&T Bank
Pennsylvania
$576K -$465K -24,028 -43%
WA
387
WESPAC Advisors
California
$573K -$61.4K -3,174 -9%
P
388
PensionDanmark
Denmark
$553K +$13.7K +709 +2%
AIM
389
Access Investment Management
Georgia
$553K -$523K -27,000 -47%
VHAM
390
Van Hulzen Asset Management
California
$552K -$10.4K -539 -2%
AFG
391
Atomi Financial Group
New York
$551K +$46.8K +2,415 +9%
CA
392
COFG Advisors
Illinois
$546K -$147K -7,611 -20%
PIA
393
Pinion Investment Advisors
Kansas
$545K -$99.3K -5,132 -15%
QCIG
394
Quad-Cities Investment Group
Iowa
$542K +$3.21K +166 +0.6%
JSSH
395
J. Safra Sarasin Holding
$541K – – –
MP
396
McDonald Partners
Ohio
$541K +$94.9K +4,903 +20%
CH
397
Canton Hathaway
Rhode Island
$534K – – –
WFC
398
Western Financial Corp
California
$534K +$15K +773 +3%
HH
399
Hilltop Holdings
Texas
$533K -$44.3K -2,289 -7%
TIM
400
Triad Investment Management
California
$531K – – –
14 15
16
17 18