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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
476
Wealth Alliance Advisory Group
Kansas
$405K – – –
CF
477
Centaurus Financial
California
$405K +$125K +5,638 +40%
RAM
478
Redmond Asset Management
Virginia
$396K – – –
CAMG
479
CWA Asset Management Group
Florida
$394K +$182K +8,197 +74%
PWA
480
PCG Wealth Advisors
Kansas
$394K +$14.3K +643 +3%
VHAM
481
Van Hulzen Asset Management
California
$392K +$6.71K +302 +2%
XWM
482
Xcel Wealth Management
Florida
$390K -$92K -4,138 -18%
FW
483
FullCircle Wealth
Texas
$387K – – –
PSP
484
Principal Street Partners
Tennessee
$383K -$35.6K -1,600 -8%
CI
485
CX Institutional
Indiana
$380K +$412K +18,519 +17,307%
GCM
486
Generation Capital Management
New York
$380K – – –
SAM
487
Smartleaf Asset Management
Massachusetts
$379K +$409K +18,422 +13,349%
CFSG
488
Clark Financial Services Group
Missouri
$379K +$37.1K +1,668 +10%
TWM
489
Tradition Wealth Management
Minnesota
$379K +$3.13K +141 +0.8%
MA
490
MONECO Advisors
Connecticut
$372K -$76.2K -3,431 -16%
MCI
491
MRP Capital Investments
Georgia
$372K -$218K -9,800 -37%
TCOV
492
Trust Company of Vermont
Vermont
$369K – – –
NP
493
NorthRock Partners
Minnesota
$367K -$29.6K -1,330 -7%
LA
494
LVW Advisors
New York
$363K +$2.98K +134 +0.8%
MMA
495
Miracle Mile Advisors
California
$362K +$17.5K +788 +5%
FA
496
Fiduciary Alliance
South Carolina
$358K +$7.29K +328 +2%
JSAM
497
J. Safra Asset Management
New York
$357K +$66.3K +2,984 +21%
CWS
498
Cypress Wealth Services
California
$357K -$20K -898 -5%
CA
499
CoreCap Advisors
Michigan
$349K +$96.3K +4,332 +34%
CCC
500
Compass Capital Corp
Massachusetts
$349K – – –
18 19
20
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