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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
451
Venture Visionary Partners
Ohio
$506K -$32.1K -1,593 -6%
JCFM
452
JBR Co Financial Management
Oklahoma
$505K -$299K -14,802 -37%
VA
453
VestGen Advisors
Illinois
$505K +$165K +8,200 +49%
TCM
454
Triumph Capital Management
Colorado
$504K -$98.3K -4,873 -16%
PCIA
455
Prime Capital Investment Advisors
Kansas
$501K -$22.7K -1,124 -4%
NWA
456
Navis Wealth Advisors
New York
$500K -$68.2K -3,379 -12%
LCM
457
Lazari Capital Management
California
$499K +$497K +24,650 New
VFA
458
Valeo Financial Advisors
Indiana
$498K +$2.7K +134 +0.5%
FAM
459
Formidable Asset Management
Ohio
$494K -$27.7K -1,373 -5%
FA
460
FSA Advisors
Michigan
$493K – – –
BRWA
461
B. Riley Wealth Advisors
Florida
$490K -$19.9K -985 -4%
MW
462
Maia Wealth
Colorado
$489K +$9.78K +485 +2%
WCM
463
Whitener Capital Management
North Carolina
$480K -$30.1K -1,493 -6%
TF
464
Trek Financial
Arizona
$477K -$1.19K -59 -0.2%
SWM
465
SeaCrest Wealth Management
New York
$472K -$1.1M -54,321 -70%
DWP
466
Daymark Wealth Partners
Ohio
$471K +$121 +6 +0%
MCM
467
MAI Capital Management
Ohio
$471K -$18.8K -932 -4%
MHS
468
M Holdings Securities
Oregon
$470K +$469K +23,246 New
GAA
469
Global Assets Advisory
Florida
$467K -$431K -21,344 -48%
PPW
470
Parcion Private Wealth
Washington
$465K – – –
SW
471
SteelPeak Wealth
California
$460K -$529K -26,233 -54%
SWM
472
Segment Wealth Management
Texas
$456K -$11.8K -585 -3%
SC
473
Scotia Capital
Ontario, Canada
$452K +$160K +7,942 +55%
MFG
474
Magnus Financial Group
New York
$447K -$215K -10,648 -33%
GAM
475
Griffin Asset Management
New York
$447K +$7.02K +348 +2%
17 18
19
20 21