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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
476
World Investment Advisors
California
$443K +$174K +8,637 +65%
SWA
477
Sax Wealth Advisors
New Jersey
$442K -$7.93K -393 -2%
BWM
478
BankPlus Wealth Management
Mississippi
$439K -$5.61K -278 -1%
GSIAS
479
Garden State Investment Advisory Services
New Jersey
$436K – – –
DA
480
DCM Advisors
New York
$431K +$6.29K +312 +1%
AWM
481
Axxcess Wealth Management
California
$429K +$7.4K +367 +2%
CF
482
Centaurus Financial
California
$428K +$26.2K +1,301 +7%
TWM
483
Trueblood Wealth Management
Ohio
$428K -$8.37K -415 -2%
LWP
484
LeClair Wealth Partners
Ohio
$427K – – –
ICM
485
Intrepid Capital Management
Florida
$424K – – –
XWM
486
Xcel Wealth Management
Florida
$424K +$36.6K +1,812 +9%
E3F
487
Eight 31 Financial
Texas
$423K +$9.72K +482 +2%
JSAM
488
J. Safra Asset Management
New York
$421K +$66.8K +3,312 +19%
FFWM
489
Future Financial Wealth Management
Ohio
$419K – – –
DWA
490
Douglass Winthrop Advisors
New York
$417K +$102K +5,038 +32%
PWPS
491
Pinnacle Wealth Planning Services
Ohio
$414K +$412K +20,445 New
SFG
492
SageGuard Financial Group
Tennessee
$413K +$412K +20,402 New
RIA
493
Rhodes Investment Advisors
Texas
$412K +$411K +20,375 New
PWA
494
PCG Wealth Advisors
Kansas
$408K +$18.4K +911 +5%
HT
495
Heritage Trust
Oklahoma
$408K – – –
ANBT
496
American National Bank & Trust
Texas
$405K – – –
PCC
497
Park Circle Company
Maryland
$405K – – –
CL
498
Choreo LLC
Illinois
$403K -$2.92K -145 -0.7%
HI
499
Harbour Investments
Wisconsin
$402K -$574K -28,441 -59%
WAAG
500
Wealth Alliance Advisory Group
Kansas
$402K – – –
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