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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
651
CVA Family Office
Colorado
$36.7K -$7.44K -62 -16%
PF
652
PlanVest Financial
Maryland
$35.6K – – –
AT
653
Avalon Trust
New Mexico
$33.4K – – –
HFM
654
Hartford Financial Management
Connecticut
$33.3K -$720 -6 -2%
TFIPS
655
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.1K – – –
MIFH
656
Migdal Insurance & Financial Holdings
Israel
$29.3K +$31.6K +263 New
IRAG
657
Investment Research & Advisory Group
Georgia
$29.1K +$31.3K +261 New
PMFA
658
Plante Moran Financial Advisors
Michigan
$28.4K +$6.96K +58 +29%
EB
659
Eastern Bank
Massachusetts
$27.8K – – –
TCM
660
Triumph Capital Management
Colorado
$27.8K +$16.8K +140 +127%
AFC
661
Ares Financial Consulting
California
$26K – – –
KFAS
662
Keating Financial Advisory Services
Kansas
$25.9K +$10.6K +88 +61%
EWP
663
Elevation Wealth Partners
California
$25.7K -$4.08K -34 -13%
FHC
664
First Horizon Corporation
Tennessee
$25.5K – – –
BGAI
665
Bruce G. Allen Investments
Colorado
$25.3K +$8.04K +67 +42%
VCM
666
Versant Capital Management
Arizona
$24.8K +$9.72K +81 +57%
RBI
667
Raiffeisen Bank International
Austria
$24.3K +$13.8K +115 +104%
CA
668
Crewe Advisors
Utah
$23.8K +$4.68K +39 +22%
OCM
669
Osbon Capital Management
Massachusetts
$22K – – –
FNWA
670
Financial Network Wealth Advisors
Utah
$21.5K +$2.52K +21 +12%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$20.9K +$5.28K +44 +31%
CTC
672
Central Trust Company
Missouri
$20.5K -$720 -6 -3%
OCWP
673
Owl Creek Wealth Partners
Colorado
$20.1K +$9.6K +80 +79%
AS
674
Altshuler Shaham
Israel
$20.1K +$12.1K +101 +126%
NWMP
675
Noble Wealth Management PBC
Colorado
$20K – – –
25 26
27
28 29