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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
451
Optimum Investment Advisors
Illinois
$278K – – –
CG
452
Colony Group
Massachusetts
$277K +$6.09K +286 +2%
FWM
453
Frontier Wealth Management
Missouri
$275K +$64 +3 +0%
ATC
454
Argent Trust Co
Tennessee
$274K +$278K +13,056 New
BPA
455
Beacon Pointe Advisors
California
$273K -$372K -17,468 -57%
SWM
456
Segment Wealth Management
Texas
$272K – – –
SIG
457
Stonegate Investment Group
Alabama
$272K +$9.25K +434 +3%
PM
458
Penbrook Management
New York
$271K – – –
IAP
459
Indie Asset Partners
Indiana
$270K – – –
HSA
460
HBK Sorce Advisory
Pennsylvania
$266K -$89.4K -4,195 -25%
PAMG
461
Patton Albertson Miller Group
Tennessee
$260K -$160K -7,505 -38%
IMA
462
Investment Management Associates
Colorado
$257K – – –
AOWM
463
Alpha Omega Wealth Management
Virginia
$255K – – –
FNT
464
First National Trust
Pennsylvania
$255K – – –
WKWM
465
Walter & Keenan Wealth Management
Indiana
$251K – – –
VIM
466
Vista Investment Management
Pennsylvania
$250K +$4.11K +193 +2%
CAAS
467
Capital Asset Advisory Services
Michigan
$246K -$201K -9,446 -45%
SW
468
SVB Wealth
Massachusetts
$244K +$248K +11,639 New
BCM
469
Becker Capital Management
Oregon
$243K – – –
FCH
470
Freestone Capital Holdings
Washington
$241K +$246K +11,526 New
BFS
471
Bradley Foster & Sargent
Connecticut
$235K -$17.1K -804 -7%
EM
472
ELCO Management
New York
$235K +$2.13K +100 +0.9%
RW
473
RVW Wealth
California
$234K +$4.92K +231 +2%
BWFA
474
Baltimore-Washington Financial Advisors
Maryland
$233K -$3.01M -141,171 -92%
GTCM
475
Gyon Technologies Capital Management
New Jersey
$231K +$235K +11,033 New
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