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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
576
Ausdal Financial Partners
Iowa
$255K +$78.1K +433 +37%
MCM
577
MAI Capital Management
Ohio
$255K -$28.1K -156 -9%
BIG
578
Brooklyn Investment Group
New York
$247K -$3.97K -22 -2%
VFA
579
Voya Financial Advisors
Connecticut
$247K +$273K +1,514 New
CGH
580
Crossmark Global Holdings
Texas
$245K +$2.35K +13 +0.9%
VFG
581
Victory Financial Group
Texas
$244K +$3.43K +19 +1%
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$243K – – –
IWM
583
Iams Wealth Management
Nebraska
$241K +$271K +1,505 New
BHIA
584
Birch Hill Investment Advisors
Massachusetts
$240K – – –
AWA
585
Aaron Wealth Advisors
Illinois
$239K +$269K +1,493 New
BRWA
586
B. Riley Wealth Advisors
Florida
$237K -$35.5K -197 -12%
FFM
587
Forum Financial Management
Illinois
$237K +$180 +1 +0.1%
IAS
588
Insigneo Advisory Services
Florida
$237K -$3.25K -18 -1%
BC
589
Bayforest Capital
United Kingdom
$235K -$253K -1,403 -49%
SFS
590
Sowell Financial Services
Arkansas
$235K -$9.38K -52 -3%
NP
591
Nilsine Partners
Colorado
$234K +$13.3K +74 +5%
OAM
592
Occidental Asset Management
California
$233K – – –
WFP
593
Wrenne Financial Planning
Kentucky
$232K – – –
CRC
594
Curi RMB Capital
Illinois
$231K +$37.3K +207 +17%
PWMA
595
Pension & Wealth Management Advisors
Massachusetts
$228K – – –
MYIA
596
Mount Yale Investment Advisors
Colorado
$228K +$220K +1,221 +601%
MGWM
597
Marks Group Wealth Management
Minnesota
$227K -$5.05K -28 -2%
WPC
598
Wedmont Private Capital
Pennsylvania
$226K +$17.3K +96 +7%
LS
599
Livforsakringsbolaget Skandia
Sweden
$224K -$18K -100 -7%
SMA
600
Sage Mountain Advisors
Georgia
$222K +$251K +1,389 New
22 23
24
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