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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
576
Fulton Bank
Pennsylvania
$249K -$7.2K -60 -3%
RIP
577
Reliant Investment Partners
North Carolina
$245K – – –
KPWS
578
Kestra Private Wealth Services
Texas
$243K -$22.8K -190 -8%
SAI
579
Savvy Advisors Inc
New York
$241K +$260K +2,169 New
CCG
580
Coastwise Capital Group
California
$238K +$256K +2,134 New
LNWTC
581
Laird Norton Wetherby Trust Company
Washington
$237K +$256K +2,130 New
CCG
582
Cypress Capital Group
Florida
$237K +$255K +2,125 New
7WCP
583
71 West Capital Partners
Massachusetts
$236K +$600 +5 +0.2%
WLPWM
584
Walled Lake Planning & Wealth Management
Illinois
$235K +$2.64K +22 +1%
MFG
585
Magnus Financial Group
New York
$234K -$3.48K -29 -1%
LFG
586
Larson Financial Group
Missouri
$231K +$9K +75 +4%
TWM
587
Trueblood Wealth Management
Ohio
$229K -$37.1K -309 -13%
HIA
588
Harbor Investment Advisory
Maryland
$227K -$37.4K -312 -13%
EH
589
Equitable Holdings
New York
$227K -$74.9K -624 -23%
WCP
590
Wick Capital Partners
Pennsylvania
$227K +$244K +2,035 New
WPP
591
Whalerock Point Partners
Rhode Island
$223K – – –
BFA
592
Buttonwood Financial Advisors
Maryland
$222K – – –
PAG
593
Private Advisor Group
New Jersey
$219K +$236K +1,967 New
MWM
594
Mission Wealth Management
California
$218K +$235K +1,961 New
KAS
595
Kestra Advisory Services
Texas
$217K +$234K +1,947 New
BRWA
596
B. Riley Wealth Advisors
Florida
$216K +$241K +2,005 New
GP
597
Guardian Partners
Canada
$215K +$5.76K +48 +3%
SWM
598
Spire Wealth Management
Virginia
$215K -$313K -2,605 -57%
BCI
599
Brinker Capital Investments
Pennsylvania
$215K +$7.08K +59 +3%
SL
600
Summitry LLC
California
$214K +$231K +1,925 New
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