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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
576
North Star Investment Management
Illinois
$220K -$29.7K -1,536 -11%
FBB
577
Fulton Breakefield Broenniman
Maryland
$218K – – –
CD
578
Chapin Davis
Maryland
$217K +$368 +19 +0.2%
DP
579
Dearborn Partners
Illinois
$216K +$232K +12,000 New
RIP
580
Reliant Investment Partners
North Carolina
$215K +$15.8K +818 +7%
SL
581
Sentinus LLC
Illinois
$215K – – –
VFA
582
Valeo Financial Advisors
Indiana
$214K -$246K -12,733 -52%
VT
583
Vise Technologies
New York
$214K – – –
VCA
584
Verdence Capital Advisors
Maryland
$210K +$226K +11,654 New
BRWA
585
B. Riley Wealth Advisors
Florida
$210K -$239K -12,367 -51%
RA
586
RFG Advisory
Alabama
$210K -$28.3K -1,463 -11%
PA
587
Promethium Advisors
Maryland
$209K – – –
ORC
588
O'Rourke & Company
Massachusetts
$208K -$47.9K -2,475 -18%
SW
589
SteelPeak Wealth
California
$206K -$219K -11,289 -50%
SP
590
Stablepoint Partners
Massachusetts
$205K – – –
AOWM
591
Alpha Omega Wealth Management
Virginia
$205K +$5.5K +284 +3%
HPC
592
HM Payson & Co
Maine
$205K -$102K -5,250 -32%
WPWM
593
Western Pacific Wealth Management
Illinois
$203K – – –
MWM
594
Mission Wealth Management
California
$203K – – –
CCP
595
Cane Capital Partners
Louisiana
$202K -$730K -37,700 -77%
FFO
596
Fiduciary Family Office
Florida
$202K – – –
PL
597
Plancorp LLC
Missouri
$201K -$465 -24 -0.2%
OPWM
598
Oakwell Private Wealth Management
Texas
$200K – – –
VIM
599
Vista Investment Management
Pennsylvania
$199K +$232 +12 +0.1%
SCA
600
SMH Capital Advisors
Texas
$198K +$213K +11,000 New
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