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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
476
Moody National Bank Trust Division
Texas
$341K – – –
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$337K -$3.86K -185 -1%
CD
478
Chapin Davis
Maryland
$334K -$145K -6,919 -30%
WB
479
Webster Bank
Connecticut
$334K -$147K -7,020 -30%
MHIC
480
Marble Harbor Investment Counsel
Massachusetts
$333K +$334K +16,000 New
MWM
481
Mission Wealth Management
California
$332K +$110K +5,287 +50%
VNIM
482
Vaughan Nelson Investment Management
Texas
$332K – – –
GSIAS
483
Garden State Investment Advisory Services
New Jersey
$331K – – –
TSS
484
Two Sigma Securities
New York
$331K +$331K +15,868 New
PFGIA
485
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$8.67K +415 +3%
PFPT
486
Pinnacle Financial Partners (Tennessee)
Tennessee
$326K – – –
FG
487
Fiduciary Group
Georgia
$324K +$35.5K +1,700 +12%
TWP
488
Tyche Wealth Partners
Texas
$322K +$20.8K +996 +7%
BCM
489
Beck Capital Management
Texas
$319K +$67.1K +3,213 +27%
CH
490
Canton Hathaway
Rhode Island
$313K – – –
MA
491
MONECO Advisors
Connecticut
$313K +$2.99K +143 +1%
WKWM
492
Walter & Keenan Wealth Management
Indiana
$313K – – –
FCM
493
Firestone Capital Management
Florida
$309K – – –
EAM
494
Erste Asset Management
Austria
$309K +$313K +15,000 New
BW
495
BIP Wealth
Georgia
$306K +$15.5K +744 +5%
VIM
496
Vista Investment Management
Pennsylvania
$304K -$1.94K -93 -0.6%
CW
497
CIC Wealth
Maryland
$301K -$101K -4,819 -25%
CF
498
Centaurus Financial
California
$301K +$11.3K +542 +4%
TCOV
499
Trust Company of Vermont
Vermont
$300K +$3.78K +181 +1%
EFG
500
Ethos Financial Group
Pennsylvania
$295K +$9.71K +465 +3%
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