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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
401
Quad-Cities Investment Group
Iowa
$653K +$18.2K +855 +3%
AFA
402
AA Financial Advisors
Ohio
$652K +$8K +376 +1%
AFG
403
Atomi Financial Group
New York
$652K +$1.4K +66 +0.2%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$645K -$47.3K -2,225 -7%
EFG
405
Ethos Financial Group
Pennsylvania
$640K +$105K +4,959 +20%
CH
406
Canton Hathaway
Rhode Island
$637K -$552K -25,975 -47%
APW
407
Aurora Private Wealth
New Jersey
$636K +$9.27K +436 +2%
DAS
408
Diversify Advisory Services
Utah
$635K +$601K +28,264 New
TCM
409
Triumph Capital Management
Colorado
$634K -$232K -10,902 -27%
HCM
410
Hudson Capital Management
New Jersey
$627K – – –
CAM
411
Cresset Asset Management
Illinois
$627K -$658K -30,928 -52%
NHC
412
Nicholas Hoffman & Company
Georgia
$623K -$11.3K -530 -2%
PI
413
PFG Investments
New York
$621K -$45.9K -2,159 -7%
VFA
414
Valeo Financial Advisors
Indiana
$620K -$37.5K -1,765 -6%
ACM
415
AUA Capital Management
Pennsylvania
$606K – – –
WFC
416
Western Financial Corp
California
$605K +$12.5K +587 +2%
SMA
417
Sage Mountain Advisors
Georgia
$604K +$320K +15,028 +120%
NWA
418
Navis Wealth Advisors
New York
$603K +$12.5K +589 +2%
PWM
419
Palacios Wealth Management
Florida
$592K -$36.4K -1,710 -6%
BW
420
BIP Wealth
Georgia
$589K +$29.7K +1,396 +5%
VVP
421
Venture Visionary Partners
Ohio
$589K +$2.7K +127 +0.5%
MCI
422
MRP Capital Investments
Georgia
$587K -$10.2K -480 -2%
PTC
423
Private Trust Company
Ohio
$585K +$78.2K +3,679 +16%
BAM
424
Belpointe Asset Management
Nevada
$579K -$383K -18,002 -41%
FAM
425
Formidable Asset Management
Ohio
$577K – – –
15 16
17
18 19