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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
401
Stiles Financial Services
Minnesota
$416K +$7.46K +385 +2%
EH
402
Equitable Holdings
New York
$413K +$49.4K +2,546 +14%
SCA
403
Snowden Capital Advisors
New York
$412K -$1.48M -76,255 -78%
PIA
404
Perennial Investment Advisors
California
$409K +$35.5K +1,833 +10%
PPW
405
Parcion Private Wealth
Washington
$409K – – –
GI
406
Gradient Investments
Minnesota
$406K -$4.87K -251 -1%
JMF
407
Johnson Midwest Financial
Iowa
$403K +$3.88K +200 +1%
FFWM
408
Future Financial Wealth Management
Ohio
$401K – – –
IAN
409
Integrated Advisors Network
Texas
$397K +$395K +20,366 New
LI
410
Lafayette Investments
Maryland
$391K +$9.69K +500 +3%
XF
411
XML Financial
Maryland
$390K +$34K +1,752 +10%
PCC
412
Park Circle Company
Maryland
$389K – – –
TH
413
TCTC Holdings
Texas
$389K – – –
PG
414
Prostatis Group
Maryland
$388K – – –
PWPS
415
Pinnacle Wealth Planning Services
Ohio
$384K +$382K +19,700 New
CC
416
Centiva Capital
New York
$382K +$183K +9,456 +93%
DA
417
DCM Advisors
New York
$381K +$17.9K +923 +5%
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$378K +$90K +4,641 +31%
RAM
419
Redmond Asset Management
Virginia
$378K – – –
BA
420
Bridge Advisory
California
$377K – – –
HWA
421
Heritage Wealth Advisors
Virginia
$376K -$61.1K -3,151 -14%
PFS
422
Prospera Financial Services
Texas
$376K +$39.8K +2,051 +12%
HSA
423
HBK Sorce Advisory
Pennsylvania
$375K -$21.9K -1,130 -6%
WG
424
Winton Group
United Kingdom
$375K +$374K +19,272 New
FPAS
425
Focus Partners Advisor Solutions
Missouri
$375K +$11.1K +572 +3%
15 16
17
18 19