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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
526
Estate Counselors
Wisconsin
$195K – – –
OCM
527
Orion Capital Management
California
$193K -$69.8K -3,600 -27%
LIA
528
LBMC Investment Advisors
Tennessee
$189K – – –
HCP
529
Hexagon Capital Partners
Arkansas
$189K +$6.73K +347 +4%
EWA
530
EverSource Wealth Advisors
Alabama
$184K – – –
TRCT
531
Tower Research Capital (TRC)
New York
$174K -$119K -6,162 -41%
WB
532
Webster Bank
Connecticut
$173K +$21.4K +1,105 +14%
HWA
533
HHM Wealth Advisors
Tennessee
$165K – – –
AI
534
AXS Investments
New York
$156K +$155K +8,000 New
FFA
535
Farther Finance Advisors
California
$153K +$11.4K +587 +8%
BBHC
536
Brown Brothers Harriman & Co
New York
$152K – – –
S
537
SignatureFD
Georgia
$151K -$43.7K -2,254 -23%
RIA
538
Realta Investment Advisors
Delaware
$149K – – –
BCM
539
Bourgeon Capital Management
Connecticut
$129K +$129K +6,629 New
TWC
540
TD Waterhouse Canada
Ontario, Canada
$129K +$67.9K +3,500 +109%
TSWM
541
Tyler-Stone Wealth Management
Ohio
$125K +$1.03K +53 +0.8%
HPC
542
HM Payson & Co
Maine
$124K – – –
AIM
543
Anchor Investment Management
South Carolina
$120K -$1.94K -100 -2%
SWM
544
Sanctuary Wealth Management
Idaho
$118K – – –
BWP
545
Baldwin Wealth Partners
Massachusetts
$117K – – –
MA
546
MCF Advisors
Kentucky
$117K – – –
HCM
547
Hollencrest Capital Management
California
$106K -$102K -5,271 -49%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$102K +$1.05K +54 +1%
SC
549
SouthState Corp
Florida
$97.3K -$6.36K -328 -6%
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$94.8K +$22.6K +1,168 +32%
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