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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
401
Magnus Financial Group
New York
$694K +$15.1K +664 +2%
CCM
402
Canal Capital Management
Virginia
$692K +$3.54K +156 +0.5%
MWM
403
Maridea Wealth Management
New York
$685K -$9.8K -432 -1%
SM
404
Samjo Management
New York
$684K – – –
PI
405
PFG Investments
New York
$675K +$44K +1,937 +7%
LAM
406
Lewis Asset Management
California
$665K +$22.1K +975 +3%
VFA
407
Valeo Financial Advisors
Indiana
$665K – – –
JSSH
408
J. Safra Sarasin Holding
$665K – – –
MP
409
McDonald Partners
Ohio
$661K +$3.22K +142 +0.5%
AFG
410
Atomi Financial Group
New York
$656K -$44.3K -1,950 -6%
VAF
411
Values Added Financial
District of Columbia
$655K +$35.8K +1,579 +6%
AFA
412
AA Financial Advisors
Ohio
$650K – – –
NHC
413
Nicholas Hoffman & Company
Georgia
$640K -$20.4K -898 -3%
QCIG
414
Quad-Cities Investment Group
Iowa
$640K -$4.33K -191 -0.7%
PWM
415
Palacios Wealth Management
Florida
$635K -$1.25K -55 -0.2%
HCM
416
Hudson Capital Management
New Jersey
$633K – – –
APW
417
Aurora Private Wealth
New Jersey
$633K +$8.74K +385 +1%
WCM
418
Whitener Capital Management
North Carolina
$623K -$33.9K -1,494 -5%
EF
419
Empowered Funds
Pennsylvania
$613K +$366K +16,128 +140%
ACM
420
AUA Capital Management
Pennsylvania
$611K – – –
PCIA
421
Prime Capital Investment Advisors
Kansas
$610K +$359K +15,813 +135%
MCI
422
MRP Capital Investments
Georgia
$603K -$51.1K -2,250 -8%
WFC
423
Western Financial Corp
California
$597K +$13K +574 +2%
NWA
424
Navis Wealth Advisors
New York
$595K +$7.69K +339 +1%
WPC
425
Wedmont Private Capital
Pennsylvania
$595K +$2.75K +121 +0.4%
15 16
17
18 19