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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
426
Prime Capital Investment Advisors
Kansas
$528K +$127K +5,714 +28%
PPW
427
Pasadena Private Wealth
California
$519K -$370K -16,634 -40%
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$519K -$8.22K -370 -1%
EW
429
Evoke Wealth
California
$517K – – –
SCTC
430
Sanibel Captiva Trust Company
Florida
$516K +$296K +13,300 +111%
WCM
431
Whitener Capital Management
North Carolina
$514K +$3.47K +156 +0.6%
BRWA
432
B. Riley Wealth Advisors
Florida
$514K -$200 -9 -0%
FWP
433
Family Wealth Partners
North Carolina
$501K +$183K +8,245 +51%
VFA
434
Valeo Financial Advisors
Indiana
$500K -$83.6K -3,762 -13%
MW
435
Maia Wealth
Colorado
$499K +$547K +24,617 New
FA
436
FSA Advisors
Michigan
$497K – – –
AC
437
Amitell Capital
Singapore
$497K – – –
MCM
438
MAI Capital Management
Ohio
$494K +$114K +5,127 +27%
RBFC
439
Roman Butler Fullerton & Co
Missouri
$487K +$15.3K +689 +3%
TF
440
Trek Financial
Arizona
$483K -$3.6K -162 -0.7%
SOS
441
Silver Oak Securities
Tennessee
$478K -$25.9K -1,166 -5%
OIA
442
OneDigital Investment Advisors
Kansas
$475K +$73.9K +3,327 +17%
DWP
443
Daymark Wealth Partners
Ohio
$475K +$6.2K +279 +1%
SWM
444
Segment Wealth Management
Texas
$472K +$9.53K +429 +2%
PPW
445
Parcion Private Wealth
Washington
$469K – – –
JIC
446
Johnson Investment Counsel
Ohio
$466K +$489K +22,011 +21%
VM
447
VPR Management
Texas
$465K +$228K +10,273 +82%
OAM
448
Oxford Asset Management
United Kingdom
$462K +$503K +22,651 New
VAF
449
Values Added Financial
District of Columbia
$459K -$24K -1,081 -5%
IAN
450
Integrated Advisors Network
Texas
$459K +$155K +6,987 +45%
16 17
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