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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Angeles Wealth Management
California
$361K -$727K -6,063 -65%
HIP
527
HUB Investment Partners
Texas
$361K +$145K +1,208 +59%
JWM
528
Jackson Wealth Management
Florida
$360K -$4.92M -41,034 -93%
PA
529
Pinnacle Associates
New York
$360K -$112K -931 -22%
GC
530
Gilbert & Cook
Iowa
$359K +$45.5K +379 +13%
WIA
531
World Investment Advisors
California
$356K +$1.44K +12 +0.4%
SSW
532
Stone Summit Wealth
Florida
$345K -$6K -50 -2%
GT
533
Greenleaf Trust
Michigan
$344K +$371K +3,094 New
CTA
534
Chesley Taft & Associates
Illinois
$337K -$3.96K -33 -1%
IC
535
IEQ Capital
California
$335K +$102K +852 +39%
S
536
SignatureFD
Georgia
$327K +$101K +844 +40%
SC
537
Syon Capital
California
$324K +$70.8K +590 +25%
AG
538
AlTi Global
New York
$322K +$126K +1,053 +57%
GH
539
GAM Holding
Switzerland
$318K +$343K +2,858 New
CFO
540
Callan Family Office
Pennsylvania
$316K +$62.6K +522 +23%
IC
541
Inscription Capital
Texas
$311K +$84.6K +705 +34%
CIM
542
Cambria Investment Management
California
$305K +$3K +25 +0.9%
CJ
543
Caitlin John
Michigan
$305K +$328K +2,737 New
BJL
544
Brighton Jones LLC
Washington
$304K +$3K +25 +0.9%
WPC
545
Wedmont Private Capital
Pennsylvania
$301K +$297K +2,474 New
ZF
546
Zhang Financial
Michigan
$301K -$8.52K -71 -3%
CT
547
ClearAlpha Technologies
Connecticut
$300K -$382K -3,188 -54%
NFG
548
Nations Financial Group
Iowa
$296K -$2.04K -17 -0.6%
KC
549
Knuff & Co
California
$293K +$316K +2,635 New
BIG
550
Brookwood Investment Group
Arizona
$291K – – –
20 21
22
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