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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Empirical Wealth Management
Washington
$232K +$232K +11,481 New
SAM
602
Secure Asset Management
Michigan
$232K -$47.5K -2,356 -17%
SIC
603
Sage Investment Counsel
Tennessee
$231K – – –
DTL
604
Dynamic Technology Lab
Singapore
$231K +$230K +11,414 New
PA
605
PharVision Advisers
Florida
$231K +$29.4K +1,456 +15%
SP
606
Stablepoint Partners
Massachusetts
$231K +$1.21K +60 +0.5%
BEI
607
Benjamin Edwards Inc
Missouri
$230K +$230K +11,387 New
MW
608
MBL Wealth
North Carolina
$229K -$80.7K -4,000 -26%
AAS
609
Annex Advisory Services
Wisconsin
$229K +$24.8K +1,231 +12%
AA
610
Armis Advisers
Georgia
$229K +$16.6K +823 +7%
WPWM
611
Western Pacific Wealth Management
Illinois
$228K – – –
MWM
612
Mission Wealth Management
California
$227K +$605 +30 +0.3%
FFO
613
Fiduciary Family Office
Florida
$226K – – –
PL
614
Plancorp LLC
Missouri
$226K – – –
RIP
615
Reliant Investment Partners
North Carolina
$225K +$224K +11,118 New
OPWM
616
Oakwell Private Wealth Management
Texas
$225K – – –
AOWM
617
Alpha Omega Wealth Management
Virginia
$224K +$4.94K +245 +2%
PAG
618
Private Advisory Group
Washington
$223K +$223K +11,041 New
VIM
619
Vista Investment Management
Pennsylvania
$223K – – –
AI
620
Accredited Investors
Minnesota
$222K – – –
CCWA
621
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$222K +$221K +10,955 New
5W
622
5T Wealth
California
$220K -$43.4K -2,151 -16%
BS
623
Banco Santander
Spain
$218K – – –
CAMG
624
CWA Asset Management Group
Florida
$218K -$172K -8,546 -44%
MGI
625
Miller Global Investments
Texas
$217K +$216K +10,723 New
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