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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
676
Hemington Wealth Management
Virginia
$8K +$2.59K +15 +35%
JWA
677
JFS Wealth Advisors
Pennsylvania
$7.92K +$346 +2 +4%
WA
678
Whipplewood Advisors
Colorado
$7.62K -$346 -2 -4%
MSWA
679
Marshall & Sterling Wealth Advisors
New York
$7.48K +$8.81K +51 New
CT
680
Clearstead Trust
Maine
$7.33K +$8.64K +50 New
POIA
681
Pin Oak Investment Advisors
Texas
$7K – – –
KPP
682
Kings Path Partners
Texas
$6.45K – – –
BBHC
683
Brown Brothers Harriman & Co
New York
$6.01K -$864 -5 -11%
SIC
684
SJS Investment Consulting
Ohio
$5.87K -$173 -1 -2%
OP
685
ORG Partners
Indiana
$5.23K +$6.05K +35 New
GWP
686
Gen-Wealth Partners
Michigan
$5.13K – – –
AW
687
Avion Wealth
Texas
$5K – – –
BIA
688
Bell Investment Advisors
California
$4.99K – – –
TC
689
Truvestments Capital
Florida
$4.69K – – –
BWL
690
Bogart Wealth LLC
Virginia
$4.4K -$4.67K -27 -47%
SS
691
Sunbelt Securities
Texas
$4.11K – – –
MCM
692
MV Capital Management
Maryland
$3.96K +$2.07K +12 +80%
BLC
693
Brown, Lisle/Cummings
Rhode Island
$3.67K +$4.32K +25 New
MWA
694
Medallion Wealth Advisors
Connecticut
$3.44K +$3.97K +23 New
SIS
695
Sound Income Strategies
Florida
$3.37K +$3.11K +18 +360%
HWP
696
Highline Wealth Partners
California
$3.23K +$2.94K +17 +340%
HFM
697
Harvest Fund Management
China
$3K -$805K -4,656 -100%
CPG
698
Cornerstone Planning Group
New Jersey
$2.92K +$1.04K +6 +43%
RIL
699
Rothschild Investment LLC
Illinois
$2.79K +$346 +2 +12%
CW
700
Curio Wealth
Maryland
$2.65K +$173 +1 New
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