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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
551
Nemes Rush Group
Michigan
$302K +$8.22K +52 +3%
TI
552
Tidal Investments
Wisconsin
$301K -$267K -1,686 -49%
BRWA
553
B. Riley Wealth Advisors
Florida
$291K +$266K +1,680 New
RWB
554
RMR Wealth Builders
New Jersey
$290K +$24.4K +154 +10%
AFG
555
Albion Financial Group
Utah
$286K
AFG
556
Atomi Financial Group
New York
$283K +$258K +1,634 New
KWM
557
Kingsview Wealth Management
Oregon
$281K +$9.96K +63 +4%
GWM
558
Gibbs Wealth Management
Georgia
$281K +$256K +1,620 New
Mirae Asset Global ETFs Holdings
559
Mirae Asset Global ETFs Holdings
Hong Kong
$279K +$42.4K +268 +20%
VCM
560
Virtue Capital Management
Tennessee
$274K -$13.1K -83 -5%
VC
561
Vicus Capital
Pennsylvania
$273K +$249K +1,577 New
VCM
562
Voleon Capital Management
California
$272K +$248K +1,570 New
CGH
563
Crossmark Global Holdings
Texas
$263K +$16.6K +105 +7%
SFS
564
Sowell Financial Services
Arkansas
$263K +$1.26K +8 +0.5%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$263K +$51.1K +323 +27%
TPA
566
Trivium Point Advisory
Connecticut
$262K -$22.3K -141 -9%
VFG
567
Victory Financial Group
Texas
$260K +$238K +1,504 New
BHIA
568
Birch Hill Investment Advisors
Massachusetts
$260K
CAS
569
CTC Alternative Strategies
Illinois
$260K +$237K +1,500 New
LS
570
Livforsakringsbolaget Skandia
Sweden
$259K
IAS
571
Insigneo Advisory Services
Florida
$259K +$20.7K +131 +10%
CW
572
CreativeOne Wealth
Kansas
$257K +$11.4K +72 +5%
FFM
573
Forum Financial Management
Illinois
$257K +$6.01K +38 +3%
PI
574
PFG Investments
New York
$256K +$234K +1,477 New
OAM
575
Occidental Asset Management
California
$253K -$5.06K -32 -2%