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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
401
West Oak Capital
California
$108K +$31K +1,850 +42%
1IA
402
1834 Investment Advisors
Wisconsin
$103K -$1.56K -93 -2%
BWP
403
Baldwin Wealth Partners
Massachusetts
$103K – – –
HWA
404
Heritage Wealth Advisors
Virginia
$100K +$98.2K +5,860 New
SIC
405
Salem Investment Counselors
North Carolina
$100K +$97.5K +5,820 New
BWM
406
BerganKDV Wealth Management
Minnesota
$98K – – –
CFA
407
Carroll Financial Associates
North Carolina
$96K – – –
SCM
408
Shelton Capital Management
Colorado
$94.6K -$2.01M -119,730 -99%
PAM
409
Panagora Asset Management
Massachusetts
$84K – – –
CAM
410
Cresset Asset Management
Illinois
$79K +$53.8K +3,212 +226%
NFG
411
Next Financial Group
Texas
$66K +$36.1K +2,156 +124%
NFH
412
NEXT Financial Holdings
Texas
$66K +$65.2K +3,894 New
WTC
413
WhitTier Trust Company
Nevada
$59K -$50.3K -3,000 -47%
GT
414
Glenmede Trust
Pennsylvania
$59K +$3.22K +192 +6%
CCM
415
Covington Capital Management
California
$51K -$31.2K -1,865 -38%
AWM
416
Avondale Wealth Management
Texas
$47K – – –
TC
417
Truvestments Capital
Florida
$47K +$46.1K +2,750 New
CWA
418
Clarus Wealth Advisors
Arizona
$46K +$503 +30 +1%
LWM
419
Lenox Wealth Management
Ohio
$43K +$41.9K +2,500 New
AIL
420
AGF Investments LLC
Ontario, Canada
$38K +$168 +10 +0.5%
CIAS
421
Capital Investment Advisory Services
North Carolina
$37K +$27.9K +1,666 +345%
LC
422
Lavaca Capital
Texas
$36K – – –
BBHC
423
Brown Brothers Harriman & Co
New York
$34K -$5.53K -330 -14%
HR
424
Howe & Rusling
New York
$33K +$32.7K +1,950 New
BWL
425
Bogart Wealth LLC
Virginia
$32K – – –
15 16
17
18 19