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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
476
HBK Sorce Advisory
Pennsylvania
$327K -$57.8K -2,962 -15%
GRP
477
Global Retirement Partners
California
$325K +$41.4K +2,121 +15%
MA
478
MONECO Advisors
Connecticut
$324K -$10.1K -518 -3%
WWM
479
Western Wealth Management
Colorado
$322K – – –
VNIM
480
Vaughan Nelson Investment Management
Texas
$319K – – –
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$313K – – –
DFG
482
Delta Financial Group
New Jersey
$313K +$16.1K +827 +6%
SM
483
Samjo Management
New York
$312K +$304K +15,600 New
PFGIA
484
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$20.9K +1,072 +7%
AFA
485
AA Financial Advisors
Ohio
$308K +$299K +15,355 New
WCM
486
Wealthcare Capital Management
Virginia
$305K +$297K +15,218 New
PCIA
487
Prime Capital Investment Advisors
Kansas
$303K +$295K +15,107 New
CA
488
Cornerstone Advisory
Maryland
$301K -$975 -50 -0.3%
WKWM
489
Walter & Keenan Wealth Management
Indiana
$300K – – –
CH
490
Canton Hathaway
Rhode Island
$300K – – –
CF
491
Centaurus Financial
California
$300K +$2.42K +124 +0.8%
SW
492
SVB Wealth
Massachusetts
$297K -$142K -7,278 -33%
TSS
493
Two Sigma Securities
New York
$290K -$483K -24,755 -63%
BEI
494
Benjamin Edwards Inc
Missouri
$289K +$20.3K +1,042 +8%
TCOV
495
Trust Company of Vermont
Vermont
$284K – – –
MCA
496
Millennium Capital Advisors
Arkansas
$283K +$276K +14,135 New
MCM
497
MAI Capital Management
Ohio
$283K -$2.85K -146 -1%
CC
498
Cipher Capital
New York
$281K +$274K +14,024 New
LSAG
499
Lake Street Advisors Group
New Hampshire
$280K – – –
CW
500
CIC Wealth
Maryland
$280K +$272K +13,956 New
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