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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
MGI
626
Miller Global Investments
Texas
$217K +$216K +10,723 New
CWP
627
Core Wealth Partners
California
$216K – – –
PAS
628
Park Avenue Securities
New York
$216K -$51.3K -2,541 -19%
VT
629
Vise Technologies
New York
$214K -$52.9K -2,622 -20%
FCBT
630
First Citizens Bank & Trust
North Carolina
$213K +$10.7K +532 +5%
SIC
631
Sterling Investment Counsel
New York
$212K +$195K +9,663 New
TCA
632
Transcend Capital Advisors
New Jersey
$211K -$48.5K -2,402 -19%
KA
633
KLCM Advisors
Wisconsin
$210K – – –
BWP
634
Burling Wealth Partners
Illinois
$208K – – –
EWA
635
EverSource Wealth Advisors
Alabama
$208K -$37.6K -1,863 -15%
MA
636
MCF Advisors
Kentucky
$207K -$5.51K -273 -3%
CA
637
Callahan Advisors
Texas
$206K -$60.5K -3,000 -23%
SSG
638
Summit Securities Group
New York
$204K +$196K +9,700 +2,425%
FMWA
639
Forvis Mazars Wealth Advisors
Missouri
$203K +$202K +10,019 New
EM
640
ELCO Management
New York
$203K -$2.02K -100 -1%
MPCA
641
Madison Park Capital Advisors
Washington
$202K – – –
APA
642
Astoria Portfolio Advisors
New York
$202K +$11.9K +592 +6%
TNA
643
True North Advisors
Texas
$202K +$201K +9,978 New
GJIA
644
Glass Jacobson Investment Advisors
Maryland
$201K +$201K +9,950 New
MWPCG
645
Measured Wealth Private Client Group
New Hampshire
$200K -$523K -25,908 -72%
HA
646
Hyposwiss Advisors
$197K +$197K +9,760 New
BTI
647
Blue Trust Inc
Georgia
$196K +$160K +7,946 +460%
CP
648
Camelot Portfolios
Ohio
$185K -$20.4K -1,011 -10%
ACA
649
American Capital Advisory
Idaho
$164K +$164K +8,123 New
HC
650
Hurley Capital
New York
$156K +$2.9K +144 +2%
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