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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
576
MAI Capital Management
Ohio
$255K -$28.1K -156 -9%
BIG
577
Brooklyn Investment Group
New York
$247K -$3.97K -22 -2%
VFA
578
Voya Financial Advisors
Connecticut
$247K +$273K +1,514 New
CGH
579
Crossmark Global Holdings
Texas
$245K +$2.35K +13 +0.9%
VFG
580
Victory Financial Group
Texas
$244K +$3.43K +19 +1%
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$243K – – –
IWM
582
Iams Wealth Management
Nebraska
$241K +$271K +1,505 New
BHIA
583
Birch Hill Investment Advisors
Massachusetts
$240K – – –
AWA
584
Aaron Wealth Advisors
Illinois
$239K +$269K +1,493 New
BRWA
585
B. Riley Wealth Advisors
Florida
$237K -$35.5K -197 -12%
FFM
586
Forum Financial Management
Illinois
$237K +$180 +1 +0.1%
IAS
587
Insigneo Advisory Services
Florida
$237K -$3.25K -18 -1%
BC
588
Bayforest Capital
United Kingdom
$235K -$253K -1,403 -49%
SFS
589
Sowell Financial Services
Arkansas
$235K -$9.38K -52 -3%
NP
590
Nilsine Partners
Colorado
$234K +$13.3K +74 +5%
OAM
591
Occidental Asset Management
California
$233K – – –
WFP
592
Wrenne Financial Planning
Kentucky
$232K – – –
CRC
593
Curi RMB Capital
Illinois
$231K +$37.3K +207 +17%
PWMA
594
Pension & Wealth Management Advisors
Massachusetts
$228K – – –
MYIA
595
Mount Yale Investment Advisors
Colorado
$228K +$220K +1,221 +601%
MGWM
596
Marks Group Wealth Management
Minnesota
$227K -$5.05K -28 -2%
WPC
597
Wedmont Private Capital
Pennsylvania
$226K +$17.3K +96 +7%
LS
598
Livforsakringsbolaget Skandia
Sweden
$224K -$18K -100 -7%
SMA
599
Sage Mountain Advisors
Georgia
$222K +$251K +1,389 New
FAG
600
Fortitude Advisory Group
Washington
$220K +$249K +1,378 New
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