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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
751
Purus Wealth Management
California
– -$273K -13,624 Closed
SHFA
752
SS&H Financial Advisors
Michigan
– -$269K -13,450 Closed
CP
753
Camelot Portfolios
Ohio
– -$268K -13,388 Closed
CL
754
Choreo LLC
Illinois
– -$259K -12,916 Closed
TWM
755
TMD Wealth Management
Arizona
– -$254K -12,695 Closed
WEG
756
World Equity Group
Illinois
– -$229K -11,441 Closed
FFO
757
Fiduciary Family Office
Florida
– -$220K -11,000 Closed
EC
758
Estate Counselors
Wisconsin
– -$200K -10,000 Closed
AI
759
AXS Investments
New York
– -$160K -8,000 Closed
BCM
760
Bourgeon Capital Management
Connecticut
– -$133K -6,629 Closed
MBFW
761
Morton Brown Family Wealth
Pennsylvania
– -$53.7K -2,682 Closed
SSG
762
Summit Securities Group
New York
– -$50K -2,500 Closed
LA
763
LM Advisors
California
– -$41.7K -2,080 Closed
ODG
764
O'Dell Group
Ohio
– -$40.1K -2,000 Closed
PP
765
Pingora Partners
Wyoming
– -$29.5K -1,475 Closed
RFA
766
Resurgent Financial Advisors
Georgia
– -$27.8K -1,390 Closed
LSA
767
Leonteq Securities AG
Switzerland
– -$20.2K -1,008 Closed
GWMIA
768
Global Wealth Management Investment Advisory
Florida
– -$19.1K -956 Closed
PWA
769
Provenance Wealth Advisors
Florida
– -$12.6K -629 Closed
ASBI
770
American State Bank (Iowa)
Iowa
– -$11.4K -569 Closed
CT
771
Cambridge Trust
Massachusetts
– -$10K -500 Closed
SWM
772
Sugarloaf Wealth Management
Georgia
– -$8.15K -407 Closed
LPP
773
Life Planning Partners
Florida
– -$3.71K -185 Closed
BF
774
BOK Financial
Oklahoma
– -$2.72K -136 Closed
FWM
775
Focused Wealth Management
New York
– -$1.02K -51 Closed
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