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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
701
High Note Wealth
Minnesota
$20.5K – – –
PB
702
Pinnacle Bancorp
Nebraska
$20.4K – – –
ST
703
Smithfield Trust
Pennsylvania
$20K – – –
OCM
704
Osbon Capital Management
Massachusetts
$18.8K -$20.9K -1,120 -52%
GSEP
705
Golden State Equity Partners
California
$18.7K -$464K -24,863 -96%
CVM
706
Cheviot Value Management
California
$18.5K – – –
CCMW
707
Cypress Capital Management (Wyoming)
Wyoming
$18.5K – – –
MCM
708
Manchester Capital Management
Vermont
$18.5K – – –
CB
709
Community Bank
New York
$18.5K – – –
KFI
710
Key Financial Inc
Pennsylvania
$18.3K – – –
APFP
711
Action Point Financial Planning
Michigan
$17.8K +$18K +962 New
AG
712
AmeriFlex Group
Nevada
$17.8K +$205 +11 +1%
CT
713
Colonial Trust
South Carolina
$15.9K -$523 -28 -3%
LF
714
LifeSteps Financial
California
$15.8K +$15.9K +850 New
CFS
715
CGC Financial Services
Oregon
$15K – – –
CG
716
Curat Global
New Hampshire
$14.1K +$373 +20 +3%
NS
717
NBC Securities
Alabama
$13.5K – – –
DF
718
Dunhill Financial
United Kingdom
$13.3K – – –
BWM
719
Bernard Wealth Management
Michigan
$13K – – –
DIP
720
DT Investment Partners
Pennsylvania
$12.8K – – –
AFC
721
Ares Financial Consulting
California
$12.6K -$373 -20 -3%
NEWAS
722
N.E.W. Advisory Services
Wisconsin
$12K +$7.28K +390 +150%
BAMF
723
BI Asset Management Fondsmaeglerselskab
Denmark
$12K -$20.8K -1,115 -63%
VR
724
Vision Retirement
New Jersey
$11.8K – – –
MWPCG
725
Measured Wealth Private Client Group
New Hampshire
$11.4K -$113K -6,078 -91%
27 28
29
30 31