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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
601
Parkside Financial Bank & Trust
Missouri
$113K +$1.5K +72 +1%
SC
602
SouthState Corp
Florida
$104K – – –
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$104K +$104K +4,991 New
AAG
604
Armstrong Advisory Group
Massachusetts
$99.7K +$522 +25 +0.5%
GA
605
GFS Advisors
Texas
$97K +$301K +14,386 New
LIA
606
Luken Investment Analytics
Tennessee
$95.9K – – –
LTI
607
Laffer Tengler Investments
Tennessee
$94.9K +$1.32K +63 +1%
CWM
608
Cedar Wealth Management
California
$89.7K – – –
OLVIG
609
Oliver Lagore Vanvalin Investment Group
Michigan
$89.1K +$522 +25 +0.6%
AWM
610
Avior Wealth Management
Nebraska
$85.6K -$31.9K -1,528 -27%
CIA
611
Cape Investment Advisory
Georgia
$75.9K -$5.41K -259 -7%
CCM
612
Chilton Capital Management
Texas
$75K -$23.2K -1,110 -24%
SSB
613
Sandy Spring Bank
Maryland
$72.5K +$2.92K +140 +4%
JSAM
614
J. Safra Asset Management
New York
$71.1K +$46.9K +2,246 +193%
SNB
615
Security National Bank
Nebraska
$68.2K – – –
FHA
616
First Horizon Advisors
Tennessee
$60.4K +$5.45K +261 +10%
GEA
617
Glen Eagle Advisors
New Jersey
$60.2K – – –
BAM
618
Bellevue Asset Management
Washington
$59.9K – – –
AF
619
Advisornet Financial
Minnesota
$54.8K +$16.7K +801 +44%
CFO
620
CVA Family Office
Colorado
$52.7K – – –
BWL
621
Bogart Wealth LLC
Virginia
$51.8K +$1.04K +50 +2%
HBW
622
Hazlett, Burt & Watson
West Virginia
$48K – – –
HGERS
623
Householder Group Estate & Retirement Specialist
Arizona
$48K – – –
AIC
624
Archer Investment Corporation
Indiana
$47.9K -$4.18K -200 -8%
VWM
625
Venturi Wealth Management
Texas
$45.5K +$10.4K +500 +30%
23 24
25
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