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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
476
Ipswich Investment Management
Massachusetts
$264K -$5.54K -300 -2%
UCIG
477
Ulrich Consultants & Investment Group
New Mexico
$263K -$57.1K -3,091 -18%
LSAG
478
Lake Street Advisors Group
New Hampshire
$263K – – –
VHAM
479
Van Hulzen Asset Management
California
$262K +$258K +13,965 New
TC
480
Telemus Capital
Michigan
$259K – – –
PFG
481
Prosperity Financial Group
California
$257K +$253K +13,700 New
CF
482
Centaurus Financial
California
$256K -$3.24M -175,571 -93%
VIM
483
Vista Investment Management
Pennsylvania
$255K -$1.85K -100 -0.7%
OCM
484
Orion Capital Management
California
$254K +$1.85K +100 +0.7%
GVAG
485
Great Valley Advisor Group
Delaware
$253K -$60.5K -3,277 -20%
GRP
486
Global Retirement Partners
California
$249K -$2.94K -159 -1%
FFP
487
FourThought Financial Partners
Florida
$247K -$86.3K -4,672 -26%
CCM
488
Canal Capital Management
Virginia
$245K -$27K -1,460 -10%
BW
489
BIP Wealth
Georgia
$244K – – –
SMA
490
Seven Mile Advisory
New Jersey
$244K +$240K +13,000 New
SWM
491
Segment Wealth Management
Texas
$244K – – –
BEI
492
Benjamin Edwards Inc
Missouri
$244K +$2.22K +120 +0.9%
FG
493
Fiduciary Group
Georgia
$243K +$1.85K +100 +0.8%
CCMW
494
Cypress Capital Management (Wyoming)
Wyoming
$240K – – –
MGIA
495
Moneta Group Investment Advisors
Missouri
$236K -$42.6K -2,308 -16%
EWM
496
Empirical Wealth Management
Washington
$234K +$230K +12,451 New
DFG
497
Delta Financial Group
New Jersey
$231K +$227K +12,296 New
MOS
498
MGO One Seven
Ohio
$231K +$148 +8 +0.1%
VFA
499
Valeo Financial Advisors
Indiana
$230K -$76.2K -4,127 -25%
IMA
500
Investment Management Associates
Colorado
$230K – – –
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