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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
751
Householder Group Estate & Retirement Specialist
Arizona
$19K – – –
KIG
752
Kessler Investment Group
Indiana
$18.3K – – –
RFS
753
Richardson Financial Services
Massachusetts
$18.3K – – –
LWA
754
Lowe Wealth Advisors
Maryland
$18.1K +$11.4K +529 +176%
MAM
755
Morse Asset Management
Connecticut
$17.5K -$6.47K -300 -27%
CSWM
756
Cassady Schiller Wealth Management
Ohio
$17.3K – – –
S
757
Sachetta
Massachusetts
$15.5K – – –
RCM
758
Raleigh Capital Management
North Carolina
$15.3K – – –
API
759
Asset Planning Inc
California
$15.3K +$15.1K +700 New
BWM
760
Bernard Wealth Management
Michigan
$15.3K +$15.1K +700 New
PCTC
761
Perkins Coie Trust Company
Washington
$14.8K – – –
DIP
762
DT Investment Partners
Pennsylvania
$14.5K +$302 +14 +2%
AIC
763
Archer Investment Corporation
Indiana
$14K -$19K -880 -58%
BBPWM
764
Blue Bell Private Wealth Management
Pennsylvania
$13.8K – – –
IMC
765
Investment Management Corporation
Virginia
$13.6K +$13.4K +622 New
GI
766
GAMMA Investing
California
$13.1K – – –
HIIFS
767
Harel Insurance Investments & Financial Services
Israel
$13K +$280 +13 +2%
FIA
768
FNY Investment Advisers
New York
$13K +$12.9K +600 New
KHC
769
Koesten Hirschmann & Crabtree
Kansas
$12.9K +$280 +13 +2%
QCG
770
Quadrant Capital Group
Ohio
$12.2K +$6.28K +291 +109%
BOJHT
771
Bank of Jackson Hole Trust
Wyoming
$11.3K +$11.1K +516 New
CAL
772
Capital Analysts LLC
Pennsylvania
$11K – – –
WWP
773
WR Wealth Planners
Missouri
$10.9K – – –
CWM
774
Centricity Wealth Management
Ohio
$10.9K +$10.8K +500 New
LI
775
LRI Investments
Florida
$10.2K +$216 +10 +2%
29 30
31
32 33