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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$19.3K – – –
SAM
552
Smartleaf Asset Management
Massachusetts
$18.5K +$17.6K +138 New
C
553
Covestor
United Kingdom
$17K -$128 -1 -0.8%
SIS
554
Sound Income Strategies
Florida
$15.6K – – –
GFPC
555
Global Financial Private Client
Florida
$15.2K – – –
CA
556
Clearstead Advisors
Ohio
$14K -$5.11K -40 -29%
WIM
557
Westside Investment Management
California
$13.3K – – –
ACM
558
Anfield Capital Management
California
$13.2K +$12.6K +99 New
WIA
559
Wetzel Investment Advisors
Indiana
$12.4K +$2.3K +18 +23%
RWM
560
Raffa Wealth Management
District of Columbia
$11.7K +$11.2K +88 New
PCMC
561
Planning Capital Management Corporation
Pennsylvania
$11K +$10.6K +83 New
GI
562
GAMMA Investing
California
$10.9K +$7.03K +55 +204%
TH
563
TCTC Holdings
Texas
$10.6K +$10.2K +80 New
TSWM
564
Tyler-Stone Wealth Management
Ohio
$9.97K – – –
MAM
565
Meeder Asset Management
Ohio
$7.58K +$7.28K +57 New
POIA
566
Pin Oak Investment Advisors
Texas
$7K – – –
JWA
567
JFS Wealth Advisors
Pennsylvania
$6.65K – – –
MRCM
568
M&R Capital Management
New Jersey
$6.25K +$6K +47 New
CAL
569
Capital Advisors Ltd
Ohio
$6K +$639 +5 +13%
VNA
570
Valley National Advisers
Pennsylvania
$6K +$639 +5 +11%
EBA
571
Eagle Bay Advisors
New York
$5.98K -$639 -5 -10%
ACA
572
Atlas Capital Advisors
Wyoming
$5.72K +$5.49K +43 New
FFC
573
First Financial Corp
Indiana
$5.58K +$5.37K +42 New
FCA
574
FinTrust Capital Advisors
South Carolina
$5.41K – – –
SIC
575
SJS Investment Consulting
Ohio
$5.32K +$4.21K +33 +471%
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