We are live on ! Find out more
ARES icon

Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
576
Wedmont Private Capital
Pennsylvania
$252K +$225K +1,423 New
BIG
577
Brooklyn Investment Group
New York
$251K +$65K +411 +40%
WFP
578
Wrenne Financial Planning
Kentucky
$251K – – –
MGWM
579
Marks Group Wealth Management
Minnesota
$251K -$158 -1 -0.1%
PWMA
580
Pension & Wealth Management Advisors
Massachusetts
$247K – – –
WI
581
WrapManager Inc
California
$243K -$58.7K -371 -21%
NP
582
Nilsine Partners
Colorado
$241K +$220K +1,392 New
IWA
583
Icon Wealth Advisors
Texas
$241K +$2.85K +18 +1%
KPWS
584
Kestra Private Wealth Services
Texas
$235K +$215K +1,358 New
PWP
585
Phillips Wealth Planners
Mississippi
$231K +$209K +1,321 New
YWS
586
Yarger Wealth Strategies
Ohio
$230K +$210K +1,327 New
MWA
587
Moser Wealth Advisors
Washington
$229K – – –
HPC
588
HM Payson & Co
Maine
$226K – – –
XWM
589
Xcel Wealth Management
Florida
$225K +$206K +1,300 New
TWP
590
Tower Wealth Partners
Pennsylvania
$224K +$204K +1,293 New
AIM
591
AHL Investment Management
Florida
$220K +$201K +1,269 New
CRC
592
Curi RMB Capital
Illinois
$214K +$195K +1,236 New
AWS
593
Atria Wealth Solutions
New York
$211K -$472K -2,984 -71%
GS
594
GTS Securities
Florida
$210K +$192K +1,211 New
MAWA
595
Moss Adams Wealth Advisors
Washington
$209K +$191K +1,205 New
WPA
596
West Paces Advisors
Georgia
$208K – – –
GL
597
Graypoint LLC
New York
$207K +$189K +1,198 New
CSPIA
598
Cary Street Partners Investment Advisory
Virginia
$207K +$52.2K +330 +38%
LSA
599
Lion Street Advisors
Texas
$205K +$188K +1,186 New
NS
600
NBC Securities
Alabama
$204K +$5.06K +32 +3%
22 23
24
25 26