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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
426
LVW Advisors
New York
$280K – – –
1IA
427
1834 Investment Advisors
Wisconsin
$280K +$2.65K +137 +0.8%
XF
428
XML Financial
Maryland
$280K +$8.28K +428 +3%
BFG
429
Baron Financial Group
New Jersey
$279K +$6.84K +354 +2%
VFA
430
Valeo Financial Advisors
Indiana
$278K – – –
GC
431
Guggenheim Capital
Illinois
$277K +$16.4K +850 +5%
SHFA
432
SS&H Financial Advisors
Michigan
$273K -$7.73K -400 -2%
GVAG
433
Great Valley Advisor Group
Delaware
$271K +$10.5K +545 +4%
AOWM
434
Alpha Omega Wealth Management
Virginia
$270K +$3.31K +171 +1%
MSU
435
Mizuho Securities USA
New York
$270K +$309K +16,000 New
WAP
436
Wealthcare Advisory Partners
Pennsylvania
$267K +$106K +5,508 +53%
VVP
437
Venture Visionary Partners
Ohio
$264K – – –
EH
438
Equitable Holdings
New York
$259K -$38.6K -1,994 -11%
IIM
439
Ipswich Investment Management
Massachusetts
$257K -$3.87K -200 -1%
CH
440
Canton Hathaway
Rhode Island
$253K – – –
CPA
441
Cowen Prime Advisors
New York
$253K – – –
LSAG
442
Lake Street Advisors Group
New Hampshire
$253K – – –
GA
443
Geller Advisors
New York
$252K -$485K -25,075 -63%
BJL
444
Brighton Jones LLC
Washington
$246K -$215K -11,117 -43%
CG
445
CFO4Life Group
Texas
$245K +$280K +14,489 New
BPA
446
Beacon Pointe Advisors
California
$243K -$55K -2,846 -17%
GRP
447
Global Retirement Partners
California
$243K +$251 +13 +0.1%
CFS
448
Capital Financial Services
New York
$241K -$19.3K -1,000 -7%
OIA
449
Optimum Investment Advisors
Illinois
$241K +$20.3K +1,050 +8%
TCWA
450
Ten Capital Wealth Advisors
Washington
$240K +$22K +1,138 +9%
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