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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
426
Laidlaw Wealth Management
New York
$323K -$19 -1 -0%
IWC
427
Integrated Wealth Concepts
Massachusetts
$323K +$41.7K +2,208 +14%
BFG
428
Baron Financial Group
New Jersey
$317K – – –
HT
429
Heritage Trust
Oklahoma
$315K – – –
MA
430
MONECO Advisors
Connecticut
$314K -$21.4K -1,131 -6%
VC
431
Vestor Capital
Illinois
$314K +$325K +17,198 New
PWM
432
Purus Wealth Management
California
$313K -$8.68K -459 -3%
C
433
Certuity
Florida
$313K – – –
UCIG
434
Ulrich Consultants & Investment Group
New Mexico
$312K – – –
WKWM
435
Walter & Keenan Wealth Management
Indiana
$311K – – –
RA
436
RFG Advisory
Alabama
$310K -$8.43K -446 -3%
AFC
437
Adaptive Financial Consulting
Ohio
$308K – – –
SCP
438
Syntal Capital Partners
Texas
$307K +$317K +16,795 New
GVAG
439
Great Valley Advisor Group
Delaware
$306K +$9.73K +515 +3%
LA
440
LVW Advisors
New York
$303K – – –
SW
441
SVB Wealth
Massachusetts
$302K -$38.6K -2,041 -11%
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$301K -$5.67K -300 -2%
VFA
443
Valeo Financial Advisors
Indiana
$299K – – –
AOWM
444
Alpha Omega Wealth Management
Virginia
$299K – – –
SHFA
445
SS&H Financial Advisors
Michigan
$296K – – –
EFG
446
Ethos Financial Group
Pennsylvania
$293K – – –
VNIM
447
Vaughan Nelson Investment Management
Texas
$291K +$195K +10,325 +184%
WWM
448
Western Wealth Management
Colorado
$288K -$4.73K -250 -2%
EH
449
Equitable Holdings
New York
$288K +$888 +47 +0.3%
VVP
450
Venture Visionary Partners
Ohio
$286K – – –
16 17
18
19 20