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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
451
Frank Rimerman Advisors
California
$732K +$6.08K +39 +0.9%
EGA
452
Eagle Global Advisors
Texas
$727K – – –
OAM
453
Ostrum Asset Management
France
$727K +$21.7K +139 +3%
ZF
454
Zhang Financial
Michigan
$727K +$228K +1,463 +48%
AWM
455
Atticus Wealth Management
Florida
$726K +$2.34K +15 +0.3%
JIC
456
Joel Isaacson & Co
New York
$724K +$4.05K +26 +0.6%
OL
457
Odyssean LLC
Connecticut
$724K +$698K +4,480 New
AWA
458
Argos Wealth Advisors
California
$720K +$694K +4,457 New
AO
459
Advisor OS
Illinois
$716K -$36.8K -236 -5%
HI
460
Horizon Investments
North Carolina
$715K +$689K +4,422 New
JSAM
461
J. Safra Asset Management
New York
$713K +$127K +817 +23%
BIM
462
Bridges Investment Management
Nebraska
$713K +$186K +1,192 +37%
BIAS
463
Beacon Investment Advisory Services
New Jersey
$707K – – –
GSEP
464
Golden State Equity Partners
California
$706K -$77K -494 -10%
JSC
465
Jackson Square Capital
California
$705K -$34.9K -224 -5%
FTWA
466
Fifth Third Wealth Advisors
Ohio
$705K +$147K +943 +28%
SB
467
Strategic Blueprint
Georgia
$692K +$6.7K +43 +1%
TE
468
Tema ETFs
New York
$690K +$666K +4,272 New
EH
469
Equitable Holdings
New York
$688K -$119K -762 -15%
NG
470
Norden Group
Utah
$686K -$25.9K -166 -4%
HCA
471
Harbor Capital Advisors
Illinois
$650K -$1.09K -7 -0.2%
BIG
472
Brooklyn Investment Group
New York
$644K +$371K +2,383 +167%
GWMR
473
GC Wealth Management RIA
Massachusetts
$622K +$349K +2,242 +140%
AP
474
Americana Partners
Texas
$622K -$63.7K -409 -10%
CBT
475
CoreFirst Bank & Trust
Kansas
$621K – – –
17 18
19
20 21