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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
501
Fiduciary Group
Georgia
$288K – – –
BCA
502
Bay Colony Advisors
Massachusetts
$286K +$19.2K +950 +7%
HIC
503
Hartline Investment Corp
Illinois
$286K +$278K +13,737 New
FCA
504
FLC Capital Advisors
California
$286K +$278K +13,720 New
EFG
505
Ethos Financial Group
Pennsylvania
$285K +$278K +13,707 New
FA
506
Faithward Advisors
Pennsylvania
$284K +$276K +13,645 New
GAA
507
Global Assets Advisory
Florida
$278K +$14.2K +700 +5%
CC
508
Centiva Capital
New York
$276K -$87.8K -4,335 -25%
MLIC
509
Mandatum Life Insurance Company
Finland
$274K +$267K +13,174 New
CS
510
Cannell & Spears
New York
$274K -$85.6K -4,225 -24%
VF
511
Virtu Financial
New York
$272K +$264K +13,053 New
IIM
512
Ipswich Investment Management
Massachusetts
$271K – – –
SMA
513
Seven Mile Advisory
New Jersey
$271K – – –
RWA
514
Redmont Wealth Advisors
Illinois
$271K -$587 -29 -0.2%
SWM
515
Segment Wealth Management
Texas
$271K – – –
DWA
516
Douglass Winthrop Advisors
New York
$270K +$60.3K +2,975 +30%
GVAG
517
Great Valley Advisor Group
Delaware
$268K +$22.8K +1,126 +10%
LBWM
518
Left Brain Wealth Management
Illinois
$266K +$259K +12,800 New
AGP
519
Autumn Glory Partners
Texas
$261K – – –
SRL
520
Scientech Research LLC
New Jersey
$259K +$12K +594 +5%
IMA
521
Investment Management Associates
Colorado
$255K – – –
CAMG
522
CWA Asset Management Group
Florida
$253K +$246K +12,156 New
HWA
523
Heritage Wealth Advisors
Virginia
$253K -$86.8K -4,284 -26%
BCM
524
Beck Capital Management
Texas
$251K +$4.86K +240 +2%
ORC
525
O'Rourke & Company
Massachusetts
$251K +$245K +12,078 New
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