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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
451
Daymark Wealth Partners
Ohio
$505K – – –
PPW
452
Parcion Private Wealth
Washington
$505K – – –
SWM
453
Segment Wealth Management
Texas
$499K -$213K -10,012 -31%
KCM
454
Kathmere Capital Management
Pennsylvania
$498K -$57.8K -2,719 -11%
BSG
455
Black Swift Group
Colorado
$494K +$53.2K +2,500 +13%
WCP
456
Wealthcare Capital Partners
Pennsylvania
$493K -$47.3K -2,223 -9%
OMC
457
Old Mission Capital
Illinois
$492K +$477K +22,421 New
PG
458
Prostatis Group
Maryland
$488K +$9.95K +468 +2%
HCPC
459
Hamilton Capital Partners (Canada)
$485K – – –
MA
460
MONECO Advisors
Connecticut
$476K -$20.2K -951 -4%
GPW
461
Gentry Private Wealth
Kansas
$476K +$6.57K +309 +1%
DS
462
DRW Securities
Illinois
$475K +$460K +21,650 New
GSIAS
463
Garden State Investment Advisory Services
New Jersey
$473K – – –
FPAS
464
Focus Partners Advisor Solutions
Missouri
$472K +$161K +7,571 +54%
DA
465
DCM Advisors
New York
$471K +$19.2K +905 +4%
BA
466
Bard Associates
Illinois
$470K – – –
TWM
467
Trueblood Wealth Management
Ohio
$466K +$4.68K +220 +1%
PIA
468
Perennial Investment Advisors
California
$464K +$1.96K +92 +0.4%
LWP
469
LeClair Wealth Partners
Ohio
$463K -$29.8K -1,400 -6%
ICM
470
Intrepid Capital Management
Florida
$460K – – –
MIM
471
Morningstar Investment Management
Illinois
$459K +$47K +2,210 +12%
BWM
472
BankPlus Wealth Management
Mississippi
$452K +$16.1K +758 +4%
AWM
473
Axxcess Wealth Management
California
$449K +$6.87K +323 +2%
GRP
474
Global Retirement Partners
California
$449K +$435K +20,458 New
PSP
475
Principal Street Partners
Tennessee
$447K – – –
17 18
19
20 21