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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
451
Almanack Investment Partners
Pennsylvania
$400K – – –
MLIC
452
Mandatum Life Insurance Company
Finland
$399K +$125K +5,967 +45%
DWP
453
Daymark Wealth Partners
Ohio
$396K – – –
BFG
454
Baron Financial Group
New Jersey
$394K +$11.3K +541 +3%
TWM
455
Trueblood Wealth Management
Ohio
$390K – – –
GCP
456
GSA Capital Partners
United Kingdom
$384K +$385K +18,427 New
GPW
457
Gentry Private Wealth
Kansas
$383K +$384K +18,380 New
OIA
458
Optimum Investment Advisors
Illinois
$381K – – –
LC
459
Lindbrook Capital
California
$380K +$18K +861 +5%
E3F
460
Eight 31 Financial
Texas
$379K +$5.74K +275 +2%
CMAI
461
Capital Management Associates Inc
Minnesota
$375K -$476K -22,770 -56%
CDH
462
Charles D. Hyman
$375K +$6.27K +300 +2%
JSL
463
JT Stratford LLC
Georgia
$375K -$130K -6,211 -26%
BOPW
464
Brandywine Oak Private Wealth
Pennsylvania
$374K +$1.04K +50 +0.3%
PWA
465
PCG Wealth Advisors
Kansas
$371K +$123K +5,895 +50%
IF
466
Intrua Financial
Texas
$367K -$23.9K -1,142 -6%
BAG
467
Bridgewealth Advisory Group
California
$363K -$262K -12,565 -42%
BBWA
468
Bell & Brown Wealth Advisors
California
$363K +$56.9K +2,726 New
FAIM
469
Financial Advocates Investment Management
Washington
$360K -$606 -29 -0.2%
LA
470
LVW Advisors
New York
$358K +$4.85K +232 +1%
DIG
471
DeepCurrents Investment Group
New York
$354K – – –
RA
472
RFG Advisory
Alabama
$352K -$192K -9,195 -35%
AFC
473
Adaptive Financial Consulting
Ohio
$351K – – –
C
474
Certuity
Florida
$350K -$33.4K -1,597 -9%
BEI
475
Benjamin Edwards Inc
Missouri
$349K +$9.76K +467 +3%
17 18
19
20 21