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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
626
Core Wealth Partners
California
$216K – – –
PAS
627
Park Avenue Securities
New York
$216K -$51.3K -2,541 -19%
VT
628
Vise Technologies
New York
$214K -$52.9K -2,622 -20%
FCBT
629
First Citizens Bank & Trust
North Carolina
$213K +$10.7K +532 +5%
SIC
630
Sterling Investment Counsel
New York
$212K +$195K +9,663 New
TCA
631
Transcend Capital Advisors
New Jersey
$211K -$48.5K -2,402 -19%
KA
632
KLCM Advisors
Wisconsin
$210K – – –
BWP
633
Burling Wealth Partners
Illinois
$208K – – –
EWA
634
EverSource Wealth Advisors
Alabama
$208K -$37.6K -1,863 -15%
MA
635
MCF Advisors
Kentucky
$207K -$5.51K -273 -3%
CA
636
Callahan Advisors
Texas
$206K -$60.5K -3,000 -23%
SSG
637
Summit Securities Group
New York
$204K +$196K +9,700 +2,425%
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
$203K +$202K +10,019 New
EM
639
ELCO Management
New York
$203K -$2.02K -100 -1%
MPCA
640
Madison Park Capital Advisors
Washington
$202K – – –
APA
641
Astoria Portfolio Advisors
New York
$202K +$11.9K +592 +6%
TNA
642
True North Advisors
Texas
$202K +$201K +9,978 New
GJIA
643
Glass Jacobson Investment Advisors
Maryland
$201K +$201K +9,950 New
MWPCG
644
Measured Wealth Private Client Group
New Hampshire
$200K -$523K -25,908 -72%
HA
645
Hyposwiss Advisors
$197K +$197K +9,760 New
BTI
646
Blue Trust Inc
Georgia
$196K +$160K +7,946 +460%
CP
647
Camelot Portfolios
Ohio
$185K -$20.4K -1,011 -10%
ACA
648
American Capital Advisory
Idaho
$164K +$164K +8,123 New
HC
649
Hurley Capital
New York
$156K +$2.9K +144 +2%
LSA
650
Leonteq Securities AG
Switzerland
$156K +$8.07K +400 +5%
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