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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
476
Certior Financial Group
Pennsylvania
$506K +$474 +3 +0.1%
BFA
477
Brown Financial Advisors
Ohio
$506K -$12K -76 -3%
IC
478
Iconiq Capital
California
$502K +$458K +2,896 New
BC
479
Bayforest Capital
United Kingdom
$497K -$121K -767 -21%
SFI
480
Siemens Fonds Invest
Germany
$493K +$107K +679 +31%
LWL
481
Leo Wealth LLC
Texas
$491K -$41.6K -263 -8%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$488K +$4.59K +29 +1%
IC
483
IEQ Capital
California
$483K +$30.8K +195 +8%
CCM
484
Cloud Capital Management
Washington
$479K +$474 +3 +0.1%
MAS
485
Meeder Advisory Services
Ohio
$478K +$28.6K +181 +7%
AWM
486
Atticus Wealth Management
Florida
$471K +$430K +2,720 New
MLM
487
Mount Lucas Management
Pennsylvania
$470K -$52K -329 -11%
RIP
488
Reliant Investment Partners
North Carolina
$468K – – –
TWM
489
Trueblood Wealth Management
Ohio
$466K +$8.38K +53 +2%
QWP
490
Quotient Wealth Partners
Texas
$464K +$3.48K +22 +0.8%
BIG
491
Brookwood Investment Group
Arizona
$462K -$25.9K -164 -6%
SWM
492
Spire Wealth Management
Virginia
$462K -$374K -2,363 -47%
VWM
493
Venturi Wealth Management
Texas
$461K -$6.17K -39 -1%
GIM
494
Glenmede Investment Management
Pennsylvania
$455K +$415K +2,625 New
IFG
495
Independent Financial Group
California
$454K +$164K +1,038 +66%
CFG
496
Copley Financial Group
California
$445K -$45.2K -286 -10%
IA
497
IFP Advisors
Florida
$444K +$89.3K +565 +28%
FMN
498
Financial Management Network
California
$442K +$49.8K +315 +15%
USCWA
499
U.S. Capital Wealth Advisors
Texas
$441K +$33.5K +212 +9%
RG
500
Rathbones Group
United Kingdom
$436K -$308K -1,950 -44%
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