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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
551
Equitable Trust
Tennessee
$252K – – –
NRG
552
Nemes Rush Group
Michigan
$248K +$95.7K +554 +49%
VCM
553
Virtue Capital Management
Tennessee
$243K +$9.5K +55 +3%
TPA
554
Trivium Point Advisory
Connecticut
$242K -$68.1K -394 -19%
AFG
555
Albion Financial Group
Utah
$242K – – –
IFG
556
Independent Financial Group
California
$232K +$274K +1,584 New
AC
557
AXQ Capital
New Jersey
$231K +$273K +1,578 New
CL
558
CSS LLC
Illinois
$231K +$272K +1,576 New
KWM
559
Kingsview Wealth Management
Oregon
$229K -$1.04K -6 -0.4%
EW
560
Evoke Wealth
California
$226K -$9.85K -57 -4%
RWB
561
RMR Wealth Builders
New Jersey
$223K +$1.55K +9 +0.6%
SFS
562
Sowell Financial Services
Arkansas
$222K +$261K +1,511 New
BHIA
563
Birch Hill Investment Advisors
Massachusetts
$220K +$259K +1,500 New
LS
564
Livforsakringsbolaget Skandia
Sweden
$220K – – –
OAM
565
Occidental Asset Management
California
$219K +$258K +1,491 New
QL
566
Quarry LP
New York
$215K +$238K +1,376 +1,546%
WFP
567
Wrenne Financial Planning
Kentucky
$213K – – –
MGWM
568
Marks Group Wealth Management
Minnesota
$212K -$1.55K -9 -0.6%
FFM
569
Forum Financial Management
Illinois
$212K +$518 +3 +0.2%
MS
570
Maven Securities
Jersey
$209K -$12.4K -72 -5%
PWMA
571
Pension & Wealth Management Advisors
Massachusetts
$209K +$11.4K +66 +5%
CGH
572
Crossmark Global Holdings
Texas
$208K +$3.97K +23 +2%
CW
573
CreativeOne Wealth
Kansas
$207K +$244K +1,410 New
PAM
574
Paradigm Asset Management
New York
$205K – – –
IWA
575
Icon Wealth Advisors
Texas
$201K +$62.9K +364 +36%
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