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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
651
Colonial Trust
South Carolina
$42.2K +$40.4K +337 +802%
NF
652
Napier Financial
Massachusetts
$40.7K – – –
ISWM
653
Intesa Sanpaolo Wealth Management
$39K – – –
AIM
654
Anchor Investment Management
South Carolina
$37.8K +$40.8K +340 New
CFO
655
CVA Family Office
Colorado
$36.7K -$7.44K -62 -16%
PF
656
PlanVest Financial
Maryland
$35.6K – – –
WAU
657
Wellington-Altus USA
Manitoba, Canada
$35.1K +$38.6K +322 New
AT
658
Avalon Trust
New Mexico
$33.4K – – –
HFM
659
Hartford Financial Management
Connecticut
$33.3K -$720 -6 -2%
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.1K – – –
MIFH
661
Migdal Insurance & Financial Holdings
Israel
$29.3K +$31.6K +263 New
IRAG
662
Investment Research & Advisory Group
Georgia
$29.1K +$31.3K +261 New
PMFA
663
Plante Moran Financial Advisors
Michigan
$28.4K +$6.96K +58 +29%
EB
664
Eastern Bank
Massachusetts
$27.8K – – –
TCM
665
Triumph Capital Management
Colorado
$27.8K +$16.8K +140 +127%
AFC
666
Ares Financial Consulting
California
$26K – – –
KFAS
667
Keating Financial Advisory Services
Kansas
$25.9K +$10.6K +88 +61%
EWP
668
Elevation Wealth Partners
California
$25.7K -$4.08K -34 -13%
FHC
669
First Horizon Corporation
Tennessee
$25.5K – – –
BGAI
670
Bruce G. Allen Investments
Colorado
$25.3K +$8.04K +67 +42%
VCM
671
Versant Capital Management
Arizona
$24.8K +$9.72K +81 +57%
RBI
672
Raiffeisen Bank International
Austria
$24.3K +$13.8K +115 +104%
CA
673
Crewe Advisors
Utah
$23.8K +$4.68K +39 +22%
OCM
674
Osbon Capital Management
Massachusetts
$22K – – –
FNWA
675
Financial Network Wealth Advisors
Utah
$21.5K +$2.52K +21 +12%
25 26
27
28 29