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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
526
MAI Capital Management
Ohio
$289K +$9.21K +54 +3%
BRWA
527
B. Riley Wealth Advisors
Florida
$289K -$83.9K -492 -23%
VCM
528
Virtue Capital Management
Tennessee
$285K +$17.9K +105 +7%
EW
529
Evoke Wealth
California
$283K +$40.1K +235 +17%
KWM
530
Kingsview Wealth Management
Oregon
$278K +$25.6K +150 +11%
KIM
531
Kane Investment Management
California
$276K +$265K +1,556 New
SCA
532
Snowden Capital Advisors
New York
$272K -$20K -117 -7%
NEI
533
Northwest & Ethical Investments
Ontario, Canada
$270K – – –
RWB
534
RMR Wealth Builders
New Jersey
$267K +$1.19K +7 +0.5%
MS
535
Maven Securities
Jersey
$266K -$256K -1,500 -50%
LS
536
Livforsakringsbolaget Skandia
Sweden
$265K – – –
HAG
537
HighPoint Advisor Group
Illinois
$264K +$242K +1,416 New
SA
538
Sage Advisors
Colorado
$260K +$251K +1,471 New
JSC
539
Jackson Square Capital
California
$258K +$249K +1,460 New
MGWM
540
Marks Group Wealth Management
Minnesota
$258K +$249K +1,457 New
WFP
541
Wrenne Financial Planning
Kentucky
$257K – – –
FFM
542
Forum Financial Management
Illinois
$255K – – –
ACM
543
Advisors Capital Management
New Jersey
$251K +$242K +1,420 New
FMN
544
Financial Management Network
California
$251K +$237K +1,388 New
AC
545
ASB Consultores
Florida
$251K +$20.1K +118 +9%
SWM
546
SeaCrest Wealth Management
New York
$248K +$19.3K +113 +9%
PAM
547
Paradigm Asset Management
New York
$248K +$239K +1,400 New
CGH
548
Crossmark Global Holdings
Texas
$246K -$16.6K -97 -7%
PWMA
549
Pension & Wealth Management Advisors
Massachusetts
$241K +$3.24K +19 +1%
GWM
550
Gibbs Wealth Management
Georgia
$240K +$232K +1,358 New
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