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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
551
Centaurus Financial
California
$312K -$8.4K -395 -3%
MCA
552
Millennium Capital Advisors
Arkansas
$310K – – –
VT
553
Vise Technologies
New York
$309K +$300K +14,090 New
HP
554
Highlander Partners
Texas
$307K – – –
TSWM
555
Tyler-Stone Wealth Management
Ohio
$306K +$5.64K +265 +2%
CPRC
556
Consolidated Portfolio Review Corp
New York
$306K +$128 +6 +0%
SAM
557
Secure Asset Management
Michigan
$303K -$13.4K -629 -4%
QCG
558
Quadrant Capital Group
Ohio
$303K +$281K +13,229 +2,301%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$303K +$293K +13,779 New
CWMK
560
Caliber Wealth Management (Kansas)
Kansas
$301K +$1.81K +85 +0.6%
BCA
561
Bay Colony Advisors
Massachusetts
$300K +$6.46K +304 +2%
FFN
562
Focus Financial Network
Minnesota
$299K -$3.3M -155,170 -92%
MWA
563
Meridian Wealth Advisors
Texas
$296K – – –
ACC
564
Acorn Creek Capital
Colorado
$295K -$42K -1,973 -13%
CAS
565
CTC Alternative Strategies
Illinois
$294K -$72.3K -3,400 -20%
CA
566
Cornerstone Advisory
Maryland
$291K +$128 +6 +0%
CSP
567
Cary Street Partners
Virginia
$291K -$201K -9,469 -42%
NSIM
568
North Star Investment Management
Illinois
$287K +$22.4K +1,055 +9%
ACM
569
Anfield Capital Management
California
$287K +$5.7K +268 +2%
PAS
570
Park Avenue Securities
New York
$287K -$13.1K -617 -5%
DWA
571
Douglass Winthrop Advisors
New York
$287K – – –
5W
572
5T Wealth
California
$286K -$8.68K -408 -3%
CC
573
Commons Capital
Massachusetts
$285K – – –
SMA
574
Seven Mile Advisory
New Jersey
$285K – – –
KCM
575
Kornitzer Capital Management
Kansas
$285K – – –
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