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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
576
Core Wealth Partners
California
$224K – – –
CAMG
577
CWA Asset Management Group
Florida
$223K +$221K +10,659 New
GSEP
578
Golden State Equity Partners
California
$223K -$5.34K -257 -2%
BFA
579
Beaumont Financial Advisors
Massachusetts
$221K +$3.01K +145 +1%
CA
580
CoreCap Advisors
Michigan
$220K +$64.5K +3,104 +42%
AFO
581
Allie Family Office
Florida
$220K – – –
NSIM
582
North Star Investment Management
Illinois
$220K – – –
KA
583
KLCM Advisors
Wisconsin
$217K – – –
CA
584
Calton & Associates
Florida
$217K +$215K +10,353 New
CWA
585
Clarus Wealth Advisors
Arizona
$217K +$1.95K +94 +0.9%
CFSG
586
Clark Financial Services Group
Missouri
$216K +$215K +10,330 New
FFO
587
Fiduciary Family Office
Florida
$216K +$214K +10,318 New
RCA
588
Resonant Capital Advisors
Wisconsin
$215K – – –
S
589
SignatureFD
Georgia
$214K -$8.68K -418 -4%
MSAM
590
Moloney Securities Asset Management
Missouri
$214K +$8.21K +395 +4%
HCP
591
Hexagon Capital Partners
Arkansas
$213K +$8.74K +421 +4%
EWM
592
Elevatus Welath Management
New York
$211K -$27.8K -1,336 -12%
LIA
593
LBMC Investment Advisors
Tennessee
$211K – – –
MPCA
594
Madison Park Capital Advisors
Washington
$209K – – –
SAS
595
Stelac Advisory Services
New York
$209K – – –
AOWM
596
Alpha Omega Wealth Management
Virginia
$209K +$1.31K +63 +0.6%
TCWM
597
Total Clarity Wealth Management
Illinois
$208K +$206K +9,910 New
BJL
598
Brighton Jones LLC
Washington
$207K -$13.8K -663 -6%
EWA
599
Emergent Wealth Advisors
New York
$207K – – –
EIP
600
Ellis Investment Partners
Pennsylvania
$205K +$203K +9,791 New
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