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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
651
Centennial Bank
Arkansas
$87.5K – – –
AAG
652
Armstrong Advisory Group
Massachusetts
$84.2K +$19.4K +1,000 +27%
GSWM
653
Golden State Wealth Management
California
$83.4K – – –
LIA
654
Luken Investment Analytics
Tennessee
$82.9K – – –
WETS
655
Wealth Enhancement Trust Services
South Dakota
$81.5K – – –
APW
656
Aventura Private Wealth
Florida
$80.5K +$4.3K +222 +5%
IRC
657
Investors Research Corp
Georgia
$77.4K +$35.8K +1,850 +76%
WA
658
Westfuller Advisors
New York
$76.9K +$2.19K +113 +3%
VWA
659
VSM Wealth Advisory
Maryland
$76.5K +$1.03K +53 +1%
DAM
660
Delta Asset Management
Tennessee
$75.8K – – –
KCM
661
Key Capital Management
Tennessee
$73.3K -$68.5K -3,536 -46%
PGAM
662
Princeton Global Asset Management
New Jersey
$72.3K +$34K +1,758 +78%
LSA
663
Leonteq Securities AG
Switzerland
$72.1K -$71.6K -3,700 -48%
TPWA
664
Twin Peaks Wealth Advisors
California
$68.5K +$73.6K +3,800 New
KFP
665
Kerr Financial Planning
California
$67.3K +$1.84K +95 +3%
FFA
666
Frazier Financial Advisors
Ohio
$66.6K +$38.7K +1,998 +118%
AIP
667
Ameritas Investment Partners
Nebraska
$65.6K – – –
CI
668
CX Institutional
Indiana
$64K -$40.4K -2,087 -37%
SC
669
SouthState Corp
Florida
$63.1K – – –
1CP
670
1015 Capital Partners
Pennsylvania
$55.9K – – –
SNB
671
Security National Bank
Nebraska
$54.8K – – –
SG
672
Sankala Group
Colorado
$53.8K +$29K +1,500 +98%
GWS
673
Greykasell Wealth Strategies
California
$50.9K – – –
BWL
674
Bogart Wealth LLC
Virginia
$50.4K – – –
GBT
675
Grove Bank & Trust
Florida
$48.7K – – –
25 26
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