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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
651
Bartlett & Co Wealth Management
Ohio
$25.1K +$4.49K +26 +18%
EPIM
652
Evelyn Partners Investment Management
$23.2K – – –
VCM
653
Versant Capital Management
Arizona
$22.9K -$1.04K -6 -4%
MAM
654
Meeder Asset Management
Ohio
$22.1K +$14K +81 +116%
GM
655
GeoWealth Management
Illinois
$20.4K -$346 -2 -1%
AF
656
Advisornet Financial
Minnesota
$18.9K +$346 +2 +2%
CTC
657
Cetera Trust Company
Minnesota
$18.3K – – –
VNA
658
Valley National Advisers
Pennsylvania
$18K +$10.2K +59 +89%
TCOV
659
Trust Company of Vermont
Vermont
$16.9K – – –
BOJHT
660
Bank of Jackson Hole Trust
Wyoming
$15.7K +$15.9K +92 New
AP
661
Atwood & Palmer
Missouri
$15.7K – – –
T
662
Transce3nd
Texas
$15.5K -$10.4K -60 -36%
WIM
663
Westside Investment Management
California
$14.7K – – –
WF
664
Wayfinding Financial
Washington
$14K +$16.6K +96 New
WA
665
WPG Advisers
Maryland
$13.2K -$5.7K -33 -27%
CAL
666
Capital Advisors Ltd
Ohio
$13K – – –
CA
667
Crewe Advisors
Utah
$12.8K – – –
WWM
668
Wolff Wiese Magana
California
$11.3K – – –
WT
669
Washington Trust
Rhode Island
$10.9K – – –
SCB
670
Saudi Central Bank
Saudi Arabia
$10.8K +$12.8K +74 New
CWM
671
Centricity Wealth Management
Ohio
$9.53K – – –
CIAS
672
CBIZ Investment Advisory Services
Ohio
$8.65K +$10.2K +59 New
HWM
673
Hemington Wealth Management
Virginia
$8K +$2.59K +15 +35%
JWA
674
JFS Wealth Advisors
Pennsylvania
$7.92K +$346 +2 +4%
WA
675
Whipplewood Advisors
Colorado
$7.62K -$346 -2 -4%
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