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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
551
Berry Wealth Group
Texas
$240K +$5.29K +31 +2%
PI
552
PFG Investments
New York
$238K -$20.6K -121 -8%
VC
553
Vicus Capital
Pennsylvania
$234K +$225K +1,319 New
EFG
554
Embree Financial Group
Illinois
$232K – – –
HPC
555
HM Payson & Co
Maine
$231K – – –
IAS
556
Insigneo Advisory Services
Florida
$231K – – –
RRA
557
Round Rock Advisors
Connecticut
$231K +$222K +1,303 New
PWP
558
Phillips Wealth Planners
Mississippi
$230K +$5.97K +35 +3%
XWM
559
Xcel Wealth Management
Florida
$230K – – –
WPC
560
Wedmont Private Capital
Pennsylvania
$229K -$28K -164 -11%
CCP
561
Clarity Capital Partners
California
$229K +$221K +1,294 New
EWP
562
Elevation Wealth Partners
California
$227K +$341 +2 +0.2%
YWS
563
Yarger Wealth Strategies
Ohio
$227K +$219K +1,281 New
Mirae Asset Global ETFs Holdings
564
Mirae Asset Global ETFs Holdings
Hong Kong
$226K +$26.3K +154 +14%
STA
565
Summit Trail Advisors
New York
$225K +$217K +1,273 New
GC
566
Guggenheim Capital
Illinois
$225K -$7.17K -42 -3%
AIM
567
AHL Investment Management
Florida
$225K +$217K +1,269 New
BTI
568
Blue Trust Inc
Georgia
$223K +$53.2K +312 +33%
CA
569
Clearstead Advisors
Ohio
$222K +$212K +1,245 +17,786%
LSA
570
Lion Street Advisors
Texas
$220K -$25.3K -148 -11%
KPWS
571
Kestra Private Wealth Services
Texas
$218K -$9.73K -57 -4%
TWP
572
Tower Wealth Partners
Pennsylvania
$218K +$210K +1,229 New
OAM
573
Ostrum Asset Management
France
$217K -$8.87K -52 -4%
SIG
574
Stonegate Investment Group
Alabama
$217K +$209K +1,224 New
CAG
575
Csenge Advisory Group
Florida
$215K +$207K +1,215 New