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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
501
Perennial Investment Advisors
California
$400K -$11.1K -551 -3%
TCOV
502
Trust Company of Vermont
Vermont
$398K +$32K +1,585 +9%
RAM
503
Redmond Asset Management
Virginia
$392K – – –
KA
504
Kovack Advisors
Florida
$392K +$391K +19,372 New
CA
505
Calton & Associates
Florida
$390K +$61K +3,025 +19%
AIA
506
AssuredPartners Investment Advisors
Florida
$388K -$852K -42,245 -69%
EFG
507
Ethos Financial Group
Pennsylvania
$387K -$203K -10,053 -34%
CA
508
CoreCap Advisors
Michigan
$386K +$40.5K +2,007 +12%
TH
509
TCTC Holdings
Texas
$384K -$20.2K -1,000 -5%
CC
510
Commons Capital
Massachusetts
$384K +$121K +6,000 +46%
CFSG
511
Clark Financial Services Group
Missouri
$384K -$1.15K -57 -0.3%
TWM
512
Tradition Wealth Management
Minnesota
$381K +$4.92K +244 +1%
PG
513
Prostatis Group
Maryland
$380K -$39.7K -1,966 -9%
PCG
514
Prosperity Consulting Group
Maryland
$379K -$34.2K -1,697 -8%
GCM
515
Generation Capital Management
New York
$376K – – –
CCC
516
Compass Capital Corp
Massachusetts
$376K +$32.5K +1,612 +9%
SFS
517
Sowell Financial Services
Arkansas
$375K +$67.8K +3,362 +22%
BAG
518
Bridgewealth Advisory Group
California
$374K +$102K +5,060 +38%
GPW
519
Gentry Private Wealth
Kansas
$371K -$81.8K -4,055 -18%
NP
520
NorthRock Partners
Minnesota
$370K +$6.92K +343 +2%
XF
521
XML Financial
Maryland
$370K +$32.7K +1,620 +10%
GVAG
522
Great Valley Advisor Group
Delaware
$368K +$33.3K +1,649 +10%
LA
523
LVW Advisors
New York
$362K +$2.76K +137 +0.8%
BHCM
524
Brevan Howard Capital Management
Jersey
$362K -$1.37M -67,750 -79%
VAF
525
Values Added Financial
District of Columbia
$361K -$94.5K -4,683 -21%
19 20
21
22 23