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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
476
BIP Wealth
Georgia
$270K +$17.2K +885 +7%
EWM
477
Elevatus Welath Management
New York
$266K +$265K +13,670 New
VIM
478
Vista Investment Management
Pennsylvania
$264K – – –
FG
479
Fiduciary Group
Georgia
$264K +$11.6K +600 +5%
GRP
480
Global Retirement Partners
California
$262K +$14.4K +744 +6%
SHFA
481
SS&H Financial Advisors
Michigan
$262K +$261K +13,450 New
GSEP
482
Golden State Equity Partners
California
$261K -$66.6K -3,437 -20%
BEI
483
Benjamin Edwards Inc
Missouri
$260K +$7.02K +362 +3%
KI
484
Kapitalo Investimentos
Brazil
$259K +$209K +10,791 +426%
TC
485
Telemus Capital
Michigan
$255K -$12.8K -660 -5%
FB
486
Fulton Bank
Pennsylvania
$254K +$253K +13,065 New
SMA
487
Seven Mile Advisory
New Jersey
$253K – – –
SWM
488
Segment Wealth Management
Texas
$253K – – –
MSAM
489
Moloney Securities Asset Management
Missouri
$250K +$249K +12,843 New
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$244K -$311K -16,047 -56%
RFP
491
Root Financial Partners
California
$244K +$243K +12,508 New
CP
492
Camelot Portfolios
Ohio
$239K -$117K -6,050 -33%
IMA
493
Investment Management Associates
Colorado
$239K – – –
BCA
494
Bay Colony Advisors
Massachusetts
$237K +$5.43K +280 +2%
FNT
495
First National Trust
Pennsylvania
$237K – – –
CBB
496
Citizens Business Bank
California
$234K – – –
EM
497
ELCO Management
New York
$234K – – –
FFP
498
FourThought Financial Partners
Florida
$233K -$22.5K -1,162 -9%
MMA
499
Miracle Mile Advisors
California
$227K +$3.31K +171 +1%
WPWM
500
Western Pacific Wealth Management
Illinois
$225K +$34.7K +1,791 +18%
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