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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
401
Brandywine Oak Private Wealth
Pennsylvania
$348K -$23.8K -1,265 -6%
GC
402
Guggenheim Capital
Illinois
$348K +$44.9K +2,391 +15%
FFWM
403
Future Financial Wealth Management
Ohio
$347K – – –
VF
404
Virtu Financial
New York
$345K +$351K +18,684 New
FAIM
405
Financial Advocates Investment Management
Washington
$344K +$27.7K +1,477 +9%
SEC
406
Seven Eight Capital
New York
$344K -$330K -17,553 -49%
SW
407
SVB Wealth
Massachusetts
$343K +$349K +18,579 New
RA
408
RFG Advisory
Alabama
$343K -$427K -22,733 -57%
MCC
409
Money Concepts Capital
Florida
$341K +$342K +18,233 +7,293%
MA
410
MONECO Advisors
Connecticut
$338K +$4.85K +258 +1%
LC
411
Lindbrook Capital
California
$337K +$1.54K +82 +0.5%
WAAG
412
Wealth Alliance Advisory Group
Kansas
$331K +$75.1K +4,000 +29%
CDH
413
Charles D. Hyman
$327K – – –
LWM
414
Laidlaw Wealth Management
New York
$327K -$119K -6,350 -26%
MP
415
McDonald Partners
Ohio
$326K +$332K +17,658 New
PWM
416
Purus Wealth Management
California
$325K -$11.4K -609 -3%
XF
417
XML Financial
Maryland
$323K +$16.9K +900 +5%
BFG
418
Baron Financial Group
New Jersey
$321K +$15.3K +814 +5%
EWA
419
Exencial Wealth Advisors
Oklahoma
$319K +$939 +50 +0.3%
VEA
420
Virtus ETF Advisers
New York
$319K -$62.2K -3,314 -16%
HT
421
Heritage Trust
Oklahoma
$318K – – –
C
422
Certuity
Florida
$316K -$30.8K -1,638 -9%
UCIG
423
Ulrich Consultants & Investment Group
New Mexico
$316K -$250K -13,318 -44%
WKWM
424
Walter & Keenan Wealth Management
Indiana
$314K – – –
NP
425
NorthRock Partners
Minnesota
$313K -$122K -6,471 -28%
15 16
17
18 19