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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
701
NBC Securities
Alabama
$15K – – –
S
702
Sachetta
Massachusetts
$14.8K – – –
RCM
703
Raleigh Capital Management
North Carolina
$14.7K +$1.14K +55 +9%
PCTC
704
Perkins Coie Trust Company
Washington
$14.1K – – –
DIP
705
DT Investment Partners
Pennsylvania
$13.5K -$4.2K -202 -24%
BBPWM
706
Blue Bell Private Wealth Management
Pennsylvania
$13.2K – – –
GI
707
GAMMA Investing
California
$12.5K – – –
KHC
708
Koesten Hirschmann & Crabtree
Kansas
$12.1K +$789 +38 +7%
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
$12K +$249 +12 +2%
WWP
710
WR Wealth Planners
Missouri
$10.5K – – –
CAL
711
Capital Analysts LLC
Pennsylvania
$10K +$10.1K +485 New
LI
712
LRI Investments
Florida
$9.89K +$8.95K +431 +1,596%
JFA
713
JNBA Financial Advisors
Minnesota
$9.21K +$5.86K +282 +178%
DFA
714
DHJJ Financial Advisors
Illinois
$8.98K – – –
GFPC
715
Global Financial Private Client
Florida
$8.69K – – –
CA
716
Continuum Advisory
Idaho
$8.52K -$6.17K -297 -43%
AAG
717
Accordant Advisory Group
Maryland
$8.38K – – –
CAM
718
Creekmur Asset Management
Illinois
$6.46K +$21 +1 +0.3%
LWA
719
Lowe Wealth Advisors
Maryland
$6.28K +$2.08K +100 +50%
EA
720
Evolution Advisers
Virginia
$6K – – –
WBC
721
West Branch Capital
Massachusetts
$5.74K – – –
QCG
722
Quadrant Capital Group
Ohio
$5.61K – – –
IGAM
723
iA Global Asset Management
Quebec, Canada
$5K -$5.19M -249,815 -100%
POIA
724
Pin Oak Investment Advisors
Texas
$5K – – –
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$4.82K – – –
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