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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
526
Sanibel Captiva Trust Company
Florida
$240K +$234K +12,000 New
SIG
527
Stonegate Investment Group
Alabama
$240K +$233K +11,959 New
EWM
528
Elevatus Welath Management
New York
$239K -$33.9K -1,736 -13%
SRL
529
Scientech Research LLC
New Jersey
$237K +$231K +11,845 New
BCM
530
Beck Capital Management
Texas
$237K +$29.8K +1,527 +15%
GVAG
531
Great Valley Advisor Group
Delaware
$235K -$45.3K -2,320 -16%
WPWM
532
Western Pacific Wealth Management
Illinois
$232K +$254 +13 +0.1%
GSEP
533
Golden State Equity Partners
California
$232K -$35.7K -1,829 -14%
SIC
534
Sigma Investment Counselors
Michigan
$231K – – –
WEG
535
World Equity Group
Illinois
$229K +$897 +46 +0.4%
AF
536
Allworth Financial
California
$229K +$8.21K +421 +4%
IA
537
IFG Advisory
Georgia
$224K -$5.23K -268 -2%
OPWM
538
Oakwell Private Wealth Management
Texas
$223K – – –
CB
539
Cadence Bank
Mississippi
$221K +$215K +11,038 New
FFO
540
Fiduciary Family Office
Florida
$220K +$215K +11,000 New
FFWA
541
Forthright Family Wealth Advisory
Texas
$220K +$215K +11,000 New
EAM
542
Evanson Asset Management
California
$218K +$7.74K +397 +4%
CWA
543
Clarus Wealth Advisors
Arizona
$218K +$210K +10,745 New
CWP
544
Core Wealth Partners
California
$214K – – –
TWC
545
TD Waterhouse Canada
Ontario, Canada
$213K +$72.2K +3,700 +55%
KFA
546
Kelleher Financial Advisors
New York
$213K -$5.95K -305 -3%
DIA
547
Dana Investment Advisors
Wisconsin
$212K – – –
KLCM
548
KG&L Capital Management
Louisiana
$211K – – –
AFO
549
Allie Family Office
Florida
$210K – – –
EW
550
Evoke Wealth
California
$210K -$504K -25,864 -71%
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