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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
401
Maia Wealth
Colorado
$488K +$9.43K +505 +2%
CWM
402
Cornerstone Wealth Management
Missouri
$486K -$4.63K -248 -0.9%
MHS
403
M Holdings Securities
Oregon
$485K +$15.4K +827 +3%
BFG
404
Baron Financial Group
New Jersey
$481K – – –
CA
405
CoreCap Advisors
Michigan
$479K +$91.8K +4,917 +24%
NWA
406
Navis Wealth Advisors
New York
$477K +$6.65K +356 +1%
WIM
407
WealthPlan Investment Management
Nebraska
$469K -$13.6K -726 -3%
SCA
408
SMH Capital Advisors
Texas
$463K +$261K +14,003 +127%
PCIA
409
Prime Capital Investment Advisors
Kansas
$458K -$4.29K -230 -0.9%
AWA
410
Arete Wealth Advisors
Illinois
$455K -$297K -15,912 -39%
TWP
411
Tyche Wealth Partners
Texas
$452K +$132K +7,061 +41%
FA
412
FSA Advisors
Michigan
$452K – – –
SC
413
Scotia Capital
Ontario, Canada
$447K – – –
HI
414
Harbour Investments
Wisconsin
$439K +$8.46K +453 +2%
CFSG
415
Clark Financial Services Group
Missouri
$436K +$71.5K +3,831 +19%
GEA
416
Glen Eagle Advisors
New Jersey
$433K -$6.67K -357 -2%
BWM
417
BankPlus Wealth Management
Mississippi
$432K +$15K +802 +4%
MFG
418
Magnus Financial Group
New York
$432K +$11.1K +592 +3%
DA
419
DCM Advisors
New York
$432K +$6.68K +358 +1%
DWP
420
Daymark Wealth Partners
Ohio
$432K -$5.17K -277 -1%
HT
421
Headlands Technologies
Illinois
$427K +$74.4K +3,984 +21%
E3F
422
Eight 31 Financial
Texas
$426K +$28.6K +1,531 +7%
PPW
423
Parcion Private Wealth
Washington
$426K – – –
HH
424
Hilltop Holdings
Texas
$425K -$124K -6,652 -22%
PWP
425
Precedent Wealth Partners
Texas
$423K +$427K +22,846 New
15 16
17
18 19