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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
526
Clearwave Capital
California
$280K – – –
MWA
527
Merkkuri Wealth Advisors
New York
$280K – – –
VWA
528
Visionary Wealth Advisors
Illinois
$280K +$17.3K +925 +7%
CTFG
529
Capstone Triton Financial Group
Oklahoma
$280K +$282K +15,091 New
SFA
530
Sequoia Financial Advisors
Ohio
$278K +$9.04K +484 +3%
FWCM
531
Ferguson Wellman Capital Management
Oregon
$276K – – –
FCM
532
Firestone Capital Management
Florida
$275K – – –
CCWA
533
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$273K +$275K +14,745 New
SC
534
Savant Capital
Illinois
$271K -$1.27M -67,822 -82%
FHA
535
Flagship Harbor Advisors
Massachusetts
$270K +$14.4K +771 +6%
TPA
536
Trivium Point Advisory
Connecticut
$270K +$747 +40 +0.3%
BJL
537
Brighton Jones LLC
Washington
$267K +$5.45K +292 +2%
VAF
538
Values Added Financial
District of Columbia
$265K -$40.7K -2,182 -13%
AC
539
Armistice Capital
New York
$263K +$265K +14,191 New
EWA
540
EP Wealth Advisors
California
$262K +$264K +14,131 New
HP
541
Highlander Partners
Texas
$259K – – –
PCU
542
Palliser Capital (UK)
United Kingdom
$258K +$259K +13,897 New
SFS
543
Sowell Financial Services
Arkansas
$257K -$84K -4,500 -25%
EWM
544
Empirical Wealth Management
Washington
$255K -$96.1K -5,146 -27%
MWM
545
Maridea Wealth Management
New York
$255K -$94.6K -5,066 -27%
PSP
546
Principal Street Partners
Tennessee
$254K -$1.87K -100 -0.7%
IA
547
IFG Advisory
Georgia
$253K +$245K +13,112 +2,493%
FCA
548
Fortis Capital Advisors
Kansas
$252K +$53K +2,839 +26%
FFA
549
Founders Financial Alliance
North Carolina
$248K -$391K -20,941 -61%
SI
550
Sprott Inc
Ontario, Canada
$248K +$250K +13,389 New
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