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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
651
Highland Investment Advisors
Florida
$68.4K +$68.9K +3,693 New
AIP
652
Ameritas Investment Partners
Nebraska
$67.4K – – –
KFP
653
Kerr Financial Planning
California
$66.3K – – –
GSWM
654
Golden State Wealth Management
California
$63.6K -$22.4K -1,200 -26%
HNB
655
Huntington National Bank
Ohio
$63.2K +$26.1K +1,396 +69%
SG
656
Sankala Group
Colorado
$62.7K +$3.01K +161 +5%
KCM
657
Key Capital Management
Tennessee
$59.7K -$15.8K -849 -21%
TCOV
658
Trust Company of Vermont
Vermont
$57.9K +$58.3K +3,125 New
1CP
659
1015 Capital Partners
Pennsylvania
$57.4K – – –
SNB
660
Security National Bank
Nebraska
$56.4K – – –
CJ
661
Caitlin John
Michigan
$55.6K +$9.33K +500 +20%
FFA
662
Frazier Financial Advisors
Ohio
$50K -$18.6K -999 -27%
CI
663
CX Institutional
Indiana
$50K -$16.1K -865 -24%
BAM
664
Bellevue Asset Management
Washington
$48.2K – – –
CFO
665
CVA Family Office
Colorado
$46.9K – – –
MIM
666
MTM Investment Management
South Carolina
$46.7K – – –
ECM
667
Estabrook Capital Management
New York
$43.5K +$13.1K +700 +42%
HBW
668
Hazlett, Burt & Watson
West Virginia
$43K – – –
OC
669
Oakworth Capital
Alabama
$38.5K – – –
WWM
670
Wolff Wiese Magana
California
$37.1K +$933 +50 +3%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$37.1K – – –
FWA
672
Flagship Wealth Advisors
Massachusetts
$37.1K +$37.3K +2,000 New
GWS
673
Greykasell Wealth Strategies
California
$35.7K -$16.8K -900 -32%
WB
674
Webster Bank
Connecticut
$33.8K – – –
HWA
675
Heritage Wealth Advisors
Virginia
$33.4K – – –
25 26
27
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