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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
451
Bradley Foster & Sargent
Connecticut
$255K – – –
WKWM
452
Walter & Keenan Wealth Management
Indiana
$254K – – –
IA
453
IFG Advisory
Georgia
$249K +$245K +11,781 New
VIM
454
Vista Investment Management
Pennsylvania
$248K +$2.29K +110 +0.9%
BCM
455
Becker Capital Management
Oregon
$246K – – –
MA
456
MKT Advisors
California
$245K +$237K +11,400 New
EM
457
ELCO Management
New York
$235K – – –
BCA
458
Biltmore Capital Advisors
New Jersey
$233K +$228K +11,000 New
RW
459
RVW Wealth
California
$231K -$45.6K -2,196 -17%
HNB
460
Huntington National Bank
Ohio
$230K -$15.7K -754 -6%
MOS
461
MGO One Seven
Ohio
$230K +$10.7K +514 +5%
CMI
462
Clare Market Investments
Texas
$228K +$498 +24 +0.2%
RCAG
463
Rehmann Capital Advisory Group
Michigan
$225K +$997 +48 +0.5%
TF
464
Trek Financial
Arizona
$223K – – –
KACA
465
Kayne Anderson Capital Advisors
California
$222K – – –
SIM
466
SSI Investment Management
California
$221K -$623 -30 -0.3%
SNB
467
Security National Bank
Nebraska
$218K -$6.4K -308 -3%
HCM
468
Hollencrest Capital Management
California
$218K +$214K +10,287 New
C
469
CEDRUS
Colorado
$213K +$209K +10,057 New
LFG
470
Lockerman Financial Group
California
$213K +$209K +10,060 New
SCM
471
Shelton Capital Management
Colorado
$212K -$635K -30,561 -75%
BA
472
Bridge Advisory
California
$211K -$8.58K -413 -4%
EC
473
Estate Counselors
Wisconsin
$211K – – –
PA
474
Parallel Advisors
California
$211K +$8.02K +386 +4%
GI
475
Glovista Investments
New Jersey
$208K -$10.8K -521 -5%
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19
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