We are live on ! Find out more
ARES icon

Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
526
Patton Fund Management
Texas
$329K +$231K +1,741 +136%
O
527
Ossiam
France
$327K +$156K +1,177 +65%
IWC
528
Integrated Wealth Concepts
Massachusetts
$326K -$414K -3,119 -51%
VT
529
Volterra Technologies
New York
$323K +$393K +2,962 New
EWA
530
EverSource Wealth Advisors
Alabama
$313K +$105K +791 +38%
GC
531
Gilbert & Cook
Iowa
$311K +$10.7K +81 +3%
ZF
532
Zhang Financial
Michigan
$303K -$228K -1,721 -38%
MG
533
Mather Group
Illinois
$299K +$93.3K +703 +34%
CIC
534
Chilton Investment Company
Connecticut
$299K +$364K +2,740 New
MAS
535
Meeder Advisory Services
Ohio
$299K -$71K -535 -16%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$298K -$269K -2,031 -43%
OTL
537
Oak Thistle LLC
New York
$297K -$604K -4,555 -63%
CIM
538
Cambria Investment Management
California
$296K +$360K +2,716 New
BJL
539
Brighton Jones LLC
Washington
$295K +$358K +2,702 New
NFG
540
Nations Financial Group
Iowa
$292K -$1.45M -10,915 -80%
LSA
541
Leonteq Securities AG
Switzerland
$290K +$295K +2,220 +510%
FTWA
542
Fifth Third Wealth Advisors
Ohio
$289K -$227K -1,713 -39%
BIG
543
Brookwood Investment Group
Arizona
$285K -$7.56K -57 -2%
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$283K -$122K -919 -26%
BTWM
545
Baker Tilly Wealth Management
Wisconsin
$283K -$55.9K -421 -14%
PPWP
546
Premier Path Wealth Partners
New Jersey
$279K -$59.3K -447 -15%
FDW
547
Fourth Dimension Wealth
Ohio
$278K +$189K +1,426 +127%
IFG
548
Independent Financial Group
California
$276K +$52K +392 +18%
Kovitz Investment Group Partners
549
Kovitz Investment Group Partners
Illinois
$276K +$335K +2,527 New
CCM
550
Cloud Capital Management
Washington
$273K -$1.06K -8 -0.3%