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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
576
Cigna Investments
Connecticut
$305K – – –
VFG
577
Victory Financial Group
Texas
$304K +$55.5K +356 +23%
AIP
578
Ameritas Investment Partners
Nebraska
$302K +$291K +1,870 New
TF
579
Trek Financial
Arizona
$301K – – –
HWP
580
Hibernia Wealth Partners
Louisiana
$296K +$285K +1,831 New
BF
581
BOK Financial
Oklahoma
$295K +$220K +1,412 +343%
O
582
Ossiam
France
$294K +$77.9K +500 +38%
AGC
583
Aspen Grove Capital
Colorado
$293K +$1.71K +11 +0.6%
AFG
584
Atomi Financial Group
New York
$288K +$4.36K +28 +2%
GT
585
Glenmede Trust
Pennsylvania
$287K +$277K +1,778 New
BFA
586
Beaumont Financial Advisors
Massachusetts
$284K -$156 -1 -0.1%
SAM
587
Smartleaf Asset Management
Massachusetts
$279K +$9.04K +58 +4%
CGH
588
Crossmark Global Holdings
Texas
$279K +$29.8K +191 +12%
OCA
589
OpenArc Corporate Advisory
Georgia
$279K +$269K +1,724 New
FG
590
Fiduciary Group
Georgia
$277K -$14K -90 -5%
AWA
591
Arkadios Wealth Advisors
Georgia
$275K -$118K -760 -31%
FCBT
592
First Citizens Bank & Trust
North Carolina
$275K -$108K -695 -29%
RWB
593
RMR Wealth Builders
New Jersey
$274K -$11.7K -75 -4%
BAM
594
Blueshift Asset Management
New Jersey
$271K -$168K -1,078 -39%
ATPW
595
Ashton Thomas Private Wealth
Arizona
$269K -$2.49K -16 -1%
MYIA
596
Mount Yale Investment Advisors
Colorado
$269K +$37.2K +239 +17%
AFG
597
Albion Financial Group
Utah
$267K – – –
PWMA
598
Pension & Wealth Management Advisors
Massachusetts
$265K +$33.2K +213 +15%
IAN
599
Integrated Advisors Network
Texas
$264K -$1.91M -12,287 -88%
NP
600
Nilsine Partners
Colorado
$262K +$23.8K +153 +10%
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