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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$13K +$12.4K +700 New
LWM
453
Liberty Wealth Management
California
$13K +$12.8K +724 New
GEA
454
Glen Eagle Advisors
New Jersey
$12.6K – – –
OIA
455
OneDigital Investment Advisors
Kansas
$12K -$180K -10,197 -94%
AP
456
Atwood & Palmer
Missouri
$12K – – –
PFSC
457
Peoples Financial Services Corp
Pennsylvania
$12K – – –
PCTC
458
Perkins Coie Trust Company
Washington
$12K – – –
ME
459
McIlrath & Eck
Washington
$11K – – –
TPWA
460
TRUE Private Wealth Advisors
Oregon
$11K +$10.9K +614 New
S
461
SignatureFD
Georgia
$11K +$11K +622 New
TAIM
462
TD Ameritrade Investment Management
Nebraska
$10K -$1.27K -72 -12%
KTC
463
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$10K +$177 +10 +2%
AWM
465
Avior Wealth Management
Nebraska
$10K +$10.1K +570 New
TWA
466
TCI Wealth Advisors
Arizona
$9K – – –
AF
467
Allworth Financial
California
$9K +$3.54K +200 +67%
EWM
468
Edge Wealth Management
New York
$8K – – –
IRC
469
Investors Research Corp
Georgia
$8K – – –
BCM
470
Blume Capital Management
California
$7K – – –
CAL
471
Capital Analysts LLC
Pennsylvania
$7K – – –
HIM
472
Hillsdale Investment Management
Ontario, Canada
$5K -$531 -30 -10%
SFG
473
SevenBridge Financial Group
Pennsylvania
$5K – – –
AWMS
474
Advocacy Wealth Management Services
Georgia
$5K +$5.13K +290 New
LFASL
475
Lugano Financial Advisors SA (LFA)
Switzerland
$4K – – –
17 18
19
20 21