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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5K – – –
SIM
427
Sonora Investment Management
Arizona
$28K – – –
RWA
428
Ropes Wealth Advisors
Massachusetts
$27K +$26.5K +1,500 New
WB
429
Webster Bank
Connecticut
$25K – – –
GI
430
Gradient Investments
Minnesota
$24K +$3.54K +200 +17%
PFC
431
Phocas Financial Corp
California
$24K +$23.4K +1,324 New
BAM
432
Barrett Asset Management
New York
$23K – – –
CAC
433
Certified Advisory Corp
Florida
$23K – – –
GRP
434
Global Retirement Partners
California
$23K – – –
MF
435
Manchester Financial
California
$22K +$21.2K +1,200 New
JWM
436
Janiczek Wealth Management
Colorado
$21K +$21K +1,185 New
FCMT
437
Founders Capital Management (Texas)
Texas
$20K – – –
PB
438
Pinnacle Bancorp
Nebraska
$20K – – –
JCM
439
Jacobi Capital Management
Pennsylvania
$19K – – –
CIAS
440
Capital Investment Advisory Services
North Carolina
$18K -$20.1K -1,135 -53%
VFA
441
Valeo Financial Advisors
Indiana
$17K – – –
FANJ
442
Financial Architects (New Jersey)
New Jersey
$17K +$8.14K +460 +92%
FHA
443
First Horizon Advisors
Tennessee
$16K -$354 -20 -2%
HCM
444
Highlander Capital Management
New Jersey
$16K – – –
PGAM
445
Princeton Global Asset Management
New Jersey
$16K – – –
EWM
446
Endurance Wealth Management
Rhode Island
$13K – – –
PFGIA
447
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$13K +$12.4K +700 New
LWM
449
Liberty Wealth Management
California
$13K +$12.8K +724 New
GEA
450
Glen Eagle Advisors
New Jersey
$12.6K – – –
16 17
18
19 20