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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
551
World Investment Advisors
California
$271K +$38.7K +1,743 +15%
PAS
552
Park Avenue Securities
New York
$270K +$3.91K +176 +1%
VT
553
Vise Technologies
New York
$270K -$19.6K -883 -6%
CPRC
554
Consolidated Portfolio Review Corp
New York
$269K -$15.8K -709 -5%
CA
555
Callahan Advisors
Texas
$269K -$93.3K -4,198 -24%
ACM
556
Anfield Capital Management
California
$267K +$67 +3 +0%
5W
557
5T Wealth
California
$266K +$178 +8 +0.1%
CA
558
Cornerstone Advisory
Maryland
$265K -$6.07K -273 -2%
CC
559
Commons Capital
Massachusetts
$265K – – –
SMA
560
Seven Mile Advisory
New Jersey
$265K – – –
PCA
561
Purkiss Capital Advisors
Connecticut
$265K +$66.7K +3,000 +30%
CWP
562
Cyndeo Wealth Partners
Florida
$265K +$6.47K +291 +2%
NAS
563
NWF Advisory Services
California
$262K +$2.27K +102 +0.8%
TCA
564
Transcend Capital Advisors
New Jersey
$262K – – –
WQ
565
Wealth Quarterback
New Jersey
$260K -$52.3K -2,354 -16%
BCA
566
Bay Colony Advisors
Massachusetts
$259K -$21.9K -985 -7%
AGP
567
Autumn Glory Partners
Texas
$256K – – –
KOC
568
Koss-Olinger Consulting
Florida
$253K – – –
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$253K -$9.56K -430 -3%
NPT
570
National Philanthropic Trust
Pennsylvania
$251K – – –
S
571
Steadtrust
Texas
$251K – – –
AIM
572
Aigen Investment Management
New York
$248K +$271K +12,174 New
WAG
573
Windsor Advisory Group
Ohio
$248K +$270K +12,144 New
FBB
574
Fulton Breakefield Broenniman
Maryland
$248K – – –
EWA
575
EverSource Wealth Advisors
Alabama
$247K +$40.4K +1,817 +18%
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