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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
451
Fulcrum Capital
Washington
$343K -$43.2K -298 -12%
MG
452
Mather Group
Illinois
$342K +$2.9K +20 +0.9%
HIA
453
Harbor Investment Advisory
Maryland
$335K +$217K +1,498 +231%
IC
454
Inscription Capital
Texas
$334K +$1.6K +11 +0.5%
BRWA
455
B. Riley Wealth Advisors
Florida
$331K +$37.4K +258 +14%
GC
456
Gilbert & Cook
Iowa
$329K +$306K +2,110 New
EWA
457
EverSource Wealth Advisors
Alabama
$327K -$12.3K -85 -4%
FA
458
Faithward Advisors
Pennsylvania
$325K -$5.37K -37 -2%
LFG
459
Larson Financial Group
Missouri
$318K +$209K +1,439 +240%
SFI
460
Siemens Fonds Invest
Germany
$313K +$292K +2,011 New
S
461
SignatureFD
Georgia
$313K +$64K +441 +28%
WPP
462
Whalerock Point Partners
Rhode Island
$312K – – –
PP
463
Prudential plc
United Kingdom
$311K – – –
BFG
464
Bleakley Financial Group
New Jersey
$306K +$21.6K +149 +8%
CI
465
Cigna Investments
Connecticut
$294K – – –
BSHC
466
Breed's Hill Capital
Massachusetts
$288K – – –
BBW
467
Blue Barn Wealth
Utah
$286K -$1.74K -12 -0.7%
VT
468
Vise Technologies
New York
$284K +$264K +1,820 New
PA
469
Parallel Advisors
California
$280K +$4.5K +31 +2%
VAS
470
Vestmark Advisory Solutions
Massachusetts
$276K +$257K +1,774 New
FG
471
Fiduciary Group
Georgia
$275K – – –
HT
472
Headlands Technologies
Illinois
$274K +$255K +1,757 New
BFA
473
Beaumont Financial Advisors
Massachusetts
$273K – – –
WI
474
WrapManager Inc
California
$273K +$254K +1,752 New
DWT
475
Dorsey & Whitney Trust
South Dakota
$272K -$5.37K -37 -2%
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