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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
501
Genesis Financial Group
New Jersey
$310K -$8.53K -457 -3%
GPW
502
Gentry Private Wealth
Kansas
$309K -$7.06K -378 -2%
OA
503
Operose Advisors
Wisconsin
$308K +$310K +16,624 New
BHCM
504
Brevan Howard Capital Management
Jersey
$308K -$527K -28,206 -63%
GVAG
505
Great Valley Advisor Group
Delaware
$308K +$485 +26 +0.2%
AGWCA
506
Annis Gardner Whiting Capital Advisors
Florida
$308K +$310K +16,595 New
FWP
507
FAS Wealth Partners
Kansas
$305K +$915 +49 +0.3%
AWM
508
Angeles Wealth Management
California
$305K +$8.68K +465 +3%
AIP
509
Almanack Investment Partners
Pennsylvania
$304K +$635 +34 +0.2%
AWM
510
Activest Wealth Management
Florida
$302K -$402K -21,537 -57%
CCP
511
Cane Capital Partners
Louisiana
$302K +$94.5K +5,060 +45%
RWA
512
Reicon Wealth Advisors
Georgia
$301K +$3.7K +198 +1%
MNBTD
513
Moody National Bank Trust Division
Texas
$297K -$541 -29 -0.2%
ACM
514
AUA Capital Management
Pennsylvania
$296K -$138K -7,405 -32%
SP
515
Successful Portfolios
Florida
$294K +$37.3K +2,000 +15%
TWM
516
TSA Wealth Management
Texas
$293K – – –
RWFS
517
Rayburn West Financial Services
Tennessee
$292K -$3.02K -162 -1%
NP
518
NorthRock Partners
Minnesota
$291K -$14.8K -794 -5%
SWP
519
Sagespring Wealth Partners
Tennessee
$287K -$3.85K -206 -1%
SGWM
520
Sterling Group Wealth Management
California
$287K +$94.3K +5,052 +49%
TF
521
Trek Financial
Arizona
$285K -$33.5K -1,797 -10%
CSP
522
Cary Street Partners
Virginia
$285K -$12.3K -659 -4%
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$202K -10,811 -42%
SFG
524
SageGuard Financial Group
Tennessee
$281K -$21.8K -1,170 -7%
ASG
525
Advisory Solutions Group
Minnesota
$280K +$282K +15,125 New
19 20
21
22 23