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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
451
Indie Asset Partners
Indiana
$231K – – –
PM
452
Penbrook Management
New York
$230K -$1.97K -100 -0.8%
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$230K +$47K +2,383 +23%
SNB
454
Security National Bank
Nebraska
$230K +$49.5K +2,511 +24%
HSA
455
HBK Sorce Advisory
Pennsylvania
$228K – – –
IFWM
456
Institute for Wealth Management
Colorado
$228K +$251K +12,714 New
IWC
457
Integrated Wealth Concepts
Massachusetts
$226K -$33.2K -1,682 -12%
C
458
CEDRUS
Colorado
$226K +$48.8K +2,477 +25%
GRP
459
Global Retirement Partners
California
$224K +$8.89K +451 +4%
VIM
460
Vista Investment Management
Pennsylvania
$215K +$1.68K +85 +0.7%
EM
461
ELCO Management
New York
$215K +$15.8K +800 +7%
MA
462
MKT Advisors
California
$214K – – –
FCH
463
Freestone Capital Holdings
Washington
$209K +$2.44K +124 +1%
BCM
464
Becker Capital Management
Oregon
$208K – – –
MOS
465
MGO One Seven
Ohio
$205K +$11.1K +565 +5%
BFS
466
Bradley Foster & Sargent
Connecticut
$201K – – –
RW
467
RVW Wealth
California
$200K – – –
CG
468
Colony Group
Massachusetts
$197K -$43.6K -2,213 -17%
WSFS
469
Wilmington Savings Fund Society
Delaware
$197K – – –
TF
470
TIAA FSB
Florida
$194K +$213K +10,809 New
BEI
471
Benjamin Edwards Inc
Missouri
$189K -$108K -5,477 -34%
AFO
472
Allie Family Office
Florida
$188K +$207K +10,500 New
MSAM
473
Moloney Securities Asset Management
Missouri
$187K +$205K +10,410 New
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$185K -$14.2M -718,835 -99%
CBN
475
Cadence Bank NA
Texas
$184K +$202K +10,251 New
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