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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
576
DV Trading
Illinois
$234K +$285K +2,146 +214,600%
LWL
577
Leo Wealth LLC
Texas
$233K -$84.1K -634 -23%
MFG
578
Magnus Financial Group
New York
$232K +$282K +2,128 New
7WCP
579
71 West Capital Partners
Massachusetts
$231K +$281K +2,116 New
S
580
SignatureFD
Georgia
$228K -$124K -938 -31%
IC
581
Inscription Capital
Texas
$228K +$277K +2,090 New
WLPWM
582
Walled Lake Planning & Wealth Management
Illinois
$228K +$2.79K +21 +1%
VFG
583
Victory Financial Group
Texas
$227K +$27.2K +205 +11%
WANY
584
Wealthspire Advisors (New York)
New York
$226K -$111K -837 -29%
GWM
585
Gibbs Wealth Management
Georgia
$225K +$118K +889 +76%
HFS
586
Hantz Financial Services
Michigan
$222K -$462K -3,481 -63%
HIP
587
HUB Investment Partners
Texas
$222K +$270K +2,032 New
IAS
588
Insigneo Advisory Services
Florida
$220K +$56.9K +429 +27%
LFG
589
Larson Financial Group
Missouri
$218K -$70.2K -529 -21%
KI
590
KTF Investments
California
$218K -$199K -1,500 -43%
WPP
591
Whalerock Point Partners
Rhode Island
$218K – – –
IUHSA
592
Itau Unibanco Holding S.A.
Brazil
$218K +$265K +2,000 New
HNB
593
Huntington National Bank
Ohio
$218K +$114K +858 +75%
BFA
594
Buttonwood Financial Advisors
Maryland
$217K -$30K -226 -10%
QWP
595
Quotient Wealth Partners
Texas
$216K -$52.8K -398 -17%
FC
596
Fulcrum Capital
Washington
$215K -$9.29K -70 -3%
WN
597
Williams & Novak
California
$212K +$265K +2,000 New
GCP
598
GSA Capital Partners
United Kingdom
$209K +$254K +1,914 New
CI
599
Cigna Investments
Connecticut
$206K – – –
GP
600
Guardian Partners
Canada
$206K +$250K +1,887 New
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