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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
DIG
526
DeepCurrents Investment Group
New York
$359K +$14.7K +728 +4%
SC
527
SummitTX Capital
Texas
$357K +$356K +17,634 New
GFG
528
Genesis Financial Group
New Jersey
$356K +$355K +17,587 New
MA
529
MONECO Advisors
Connecticut
$356K -$13.6K -675 -4%
AF
530
Advisornet Financial
Minnesota
$355K -$52.4K -2,597 -13%
OAM
531
Oxford Asset Management
United Kingdom
$350K -$108K -5,342 -24%
TWP
532
Tyche Wealth Partners
Texas
$348K +$8.59K +426 +3%
MJPCFAI
533
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$347K +$346K +17,161 New
BFG
534
Beto Financial Group
Idaho
$347K +$358K +17,751 New
SIG
535
Spinnaker Investment Group
California
$343K -$208K -10,317 -38%
SWM
536
SFG Wealth Management
Maryland
$341K – – –
HPC
537
HM Payson & Co
Maine
$336K – – –
FWP
538
FAS Wealth Partners
Kansas
$331K -$1.86K -92 -0.6%
HCM
539
Hudson Capital Management
New Jersey
$329K -$248K -12,300 -43%
ACM
540
Anfield Capital Management
California
$327K +$62.1K +3,080 +24%
FRM
541
Fox Run Management
Connecticut
$326K +$325K +16,132 New
PWM
542
Palacios Wealth Management
Florida
$325K -$557K -27,604 -63%
WTC
543
WhitTier Trust Company
Nevada
$324K +$317K +15,723 New
AWM
544
Angeles Wealth Management
California
$324K +$323K +16,000 New
MNBTD
545
Moody National Bank Trust Division
Texas
$320K +$12K +593 +4%
WQ
546
Wealth Quarterback
New Jersey
$320K +$62.4K +3,094 +24%
KTC
547
Kentucky Trust Company
Kentucky
$319K -$11.1K -550 -3%
CAG
548
Csenge Advisory Group
Florida
$316K – – –
RWFS
549
Rayburn West Financial Services
Tennessee
$312K +$311K +15,414 New
SWP
550
Sagespring Wealth Partners
Tennessee
$311K -$7.34K -364 -2%
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