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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
751
Community Bank
New York
$22.1K – – –
FNWM
752
Financial Network Wealth Management
Utah
$22K +$22.7K +1,000 New
AG
753
AmeriFlex Group
Nevada
$21.8K – – –
RF
754
Rossby Financial
Florida
$21.3K +$22.9K +1,008 New
CT
755
Colonial Trust
South Carolina
$21K +$431 +19 +2%
CVM
756
Cheviot Value Management
California
$20.5K +$22.7K +1,000 New
AIM
757
Arcadia Investment Management
Michigan
$19.9K – – –
DAM
758
Delta Asset Management
Tennessee
$19.3K -$613 -27 -3%
KIG
759
Kessler Investment Group
Indiana
$18.5K – – –
RFS
760
Richardson Financial Services
Massachusetts
$18.5K – – –
LWA
761
Lowe Wealth Advisors
Maryland
$18.4K – – –
CFS
762
CGC Financial Services
Oregon
$17.9K -$8.04K -354 -30%
NS
763
NBC Securities
Alabama
$16K +$16.5K +728 New
S
764
Sachetta
Massachusetts
$15.6K – – –
API
765
Asset Planning Inc
California
$15.5K – – –
BWM
766
Bernard Wealth Management
Michigan
$15.5K – – –
CG
767
Curat Global
New Hampshire
$15.1K +$15.4K +680 New
PCTC
768
Perkins Coie Trust Company
Washington
$15K – – –
DIP
769
DT Investment Partners
Pennsylvania
$15K +$340 +15 +2%
BBPWM
770
Blue Bell Private Wealth Management
Pennsylvania
$14K – – –
KHC
771
Koesten Hirschmann & Crabtree
Kansas
$13.3K +$295 +13 +2%
MAM
772
Morse Asset Management
Connecticut
$13.3K -$4.54K -200 -25%
GI
773
GAMMA Investing
California
$13.3K – – –
HIIFS
774
Harel Insurance Investments & Financial Services
Israel
$13K +$272 +12 +2%
QCG
775
Quadrant Capital Group
Ohio
$12.7K +$363 +16 +3%
29 30
31
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