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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
651
Retirement Group
California
$19.2K +$4.88K +250 +35%
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$19.1K – – –
BBPWM
653
Blue Bell Private Wealth Management
Pennsylvania
$18.9K +$12.3K +631 +201%
HNB
654
Huntington National Bank
Ohio
$18.2K – – –
AIM
655
Arcadia Investment Management
Michigan
$18K – – –
DAM
656
Delta Asset Management
Tennessee
$18K -$683 -35 -4%
GWSG
657
GPS Wealth Strategies Group
Colorado
$16K – – –
CSWM
658
Cassady Schiller Wealth Management
Ohio
$15.8K +$15.4K +790 New
JPWM
659
Jamison Private Wealth Management
Georgia
$15.2K +$14.8K +758 New
S
660
Sachetta
Massachusetts
$14.8K +$14.4K +737 New
GBT
661
Grove Bank & Trust
Florida
$14.4K – – –
PCTC
662
Perkins Coie Trust Company
Washington
$13.5K – – –
RCM
663
Raleigh Capital Management
North Carolina
$12.9K +$2.44K +125 +24%
PWA
664
Provenance Wealth Advisors
Florida
$12.6K – – –
CAS
665
Coppell Advisory Solutions
Texas
$12.5K -$39.8K -2,040 -77%
DIP
666
DT Investment Partners
Pennsylvania
$12.4K +$546 +28 +5%
GI
667
GAMMA Investing
California
$12.1K +$11.7K +599 New
ASBI
668
American State Bank (Iowa)
Iowa
$11.4K – – –
KHC
669
Koesten Hirschmann & Crabtree
Kansas
$10.8K +$488 +25 +5%
BWM
670
Baystate Wealth Management
Massachusetts
$10.3K +$9.99K +512 New
CT
671
Cambridge Trust
Massachusetts
$10K +$9.75K +500 New
ME
672
McIlrath & Eck
Washington
$9.35K – – –
DFA
673
DHJJ Financial Advisors
Illinois
$8.59K – – –
GFPC
674
Global Financial Private Client
Florida
$8.31K – – –
SWM
675
Sugarloaf Wealth Management
Georgia
$8.15K +$7.94K +407 New
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