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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$75.1K +$75.7K +4,055 New
DAM
652
Delta Asset Management
Tennessee
$75.1K -$2.8K -150 -4%
HIA
653
Highland Investment Advisors
Florida
$68.4K +$68.9K +3,693 New
AIP
654
Ameritas Investment Partners
Nebraska
$67.4K – – –
KFP
655
Kerr Financial Planning
California
$66.3K – – –
GSWM
656
Golden State Wealth Management
California
$63.6K -$22.4K -1,200 -26%
HNB
657
Huntington National Bank
Ohio
$63.2K +$26.1K +1,396 +69%
SG
658
Sankala Group
Colorado
$62.7K +$3.01K +161 +5%
KCM
659
Key Capital Management
Tennessee
$59.7K -$15.8K -849 -21%
TCOV
660
Trust Company of Vermont
Vermont
$57.9K +$58.3K +3,125 New
1CP
661
1015 Capital Partners
Pennsylvania
$57.4K – – –
SNB
662
Security National Bank
Nebraska
$56.4K – – –
CJ
663
Caitlin John
Michigan
$55.6K +$9.33K +500 +20%
FFA
664
Frazier Financial Advisors
Ohio
$50K -$18.6K -999 -27%
CI
665
CX Institutional
Indiana
$50K -$16.1K -865 -24%
BAM
666
Bellevue Asset Management
Washington
$48.2K – – –
CFO
667
CVA Family Office
Colorado
$46.9K – – –
MIM
668
MTM Investment Management
South Carolina
$46.7K – – –
ECM
669
Estabrook Capital Management
New York
$43.5K +$13.1K +700 +42%
HBW
670
Hazlett, Burt & Watson
West Virginia
$43K – – –
OC
671
Oakworth Capital
Alabama
$38.5K – – –
PFBT
672
Parkside Financial Bank & Trust
Missouri
$38.2K -$61.5K -3,296 -62%
WWM
673
Wolff Wiese Magana
California
$37.1K +$933 +50 +3%
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$37.1K – – –
FWA
675
Flagship Wealth Advisors
Massachusetts
$37.1K +$37.3K +2,000 New
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27
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