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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
526
Mather Group
Illinois
$365K +$64.7K +539 +20%
PCS
527
Personal CFO Solutions
New Jersey
$364K -$41.5K -346 -10%
AWM
528
Angeles Wealth Management
California
$361K -$727K -6,063 -65%
HIP
529
HUB Investment Partners
Texas
$361K +$145K +1,208 +59%
JWM
530
Jackson Wealth Management
Florida
$360K -$4.92M -41,034 -93%
PA
531
Pinnacle Associates
New York
$360K -$112K -931 -22%
GC
532
Gilbert & Cook
Iowa
$359K +$45.5K +379 +13%
WIA
533
World Investment Advisors
California
$356K +$1.44K +12 +0.4%
SSW
534
Stone Summit Wealth
Florida
$345K -$6K -50 -2%
GT
535
Greenleaf Trust
Michigan
$344K +$371K +3,094 New
CTA
536
Chesley Taft & Associates
Illinois
$337K -$3.96K -33 -1%
IC
537
IEQ Capital
California
$335K +$102K +852 +39%
S
538
SignatureFD
Georgia
$327K +$101K +844 +40%
SC
539
Syon Capital
California
$324K +$70.8K +590 +25%
AG
540
AlTi Global
New York
$322K +$126K +1,053 +57%
GH
541
GAM Holding
Switzerland
$318K +$343K +2,858 New
CFO
542
Callan Family Office
Pennsylvania
$316K +$62.6K +522 +23%
IC
543
Inscription Capital
Texas
$311K +$84.6K +705 +34%
CIM
544
Cambria Investment Management
California
$305K +$3K +25 +0.9%
CJ
545
Caitlin John
Michigan
$305K +$328K +2,737 New
BJL
546
Brighton Jones LLC
Washington
$304K +$3K +25 +0.9%
WPC
547
Wedmont Private Capital
Pennsylvania
$301K +$297K +2,474 New
ZF
548
Zhang Financial
Michigan
$301K -$8.52K -71 -3%
CT
549
ClearAlpha Technologies
Connecticut
$300K -$382K -3,188 -54%
NFG
550
Nations Financial Group
Iowa
$296K -$2.04K -17 -0.6%
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