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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
676
CBIZ Investment Advisory Services
Ohio
$19.6K +$8.54K +54 +92%
AP
677
Atwood & Palmer
Missouri
$18.5K – – –
WIM
678
Westside Investment Management
California
$17.3K – – –
CA
679
Crewe Advisors
Utah
$17K +$1.74K +11 +13%
CT
680
Clearstead Trust
Maine
$17K +$7.59K +48 +96%
ETC
681
Exchange Traded Concepts
Oklahoma
$16.5K +$15K +95 New
BP
682
BNP Paribas
France
$14.8K -$463K -2,930 -97%
TCM
683
TD Capital Management
Tennessee
$13.9K +$12.7K +80 New
OP
684
ORG Partners
Indiana
$13.8K +$6.96K +44 +126%
SC
685
SouthState Corp
Florida
$12.5K -$40K -253 -78%
RA
686
Rational Advisors
New York
$12.5K +$11.4K +72 New
HWM
687
Hemington Wealth Management
Virginia
$12K +$2.21K +14 +24%
JWA
688
JFS Wealth Advisors
Pennsylvania
$11.8K +$2.21K +14 +26%
TWD
689
True Wealth Design
Ohio
$11.4K +$9.96K +63 +2,100%
CWM
690
Centricity Wealth Management
Ohio
$11.3K – – –
WA
691
WPG Advisers
Maryland
$10.9K -$4.27K -27 -30%
MSWA
692
Marshall & Sterling Wealth Advisors
New York
$9.53K +$633 +4 +8%
AW
693
Avion Wealth
Texas
$9K +$4.11K +26 +87%
WWM
694
Wolff Wiese Magana
California
$8.83K -$4.11K -26 -34%
BFPW
695
BOK Financial Private Wealth
Colorado
$8.31K +$7.59K +48 New
KPP
696
Kings Path Partners
Texas
$7.62K – – –
BIA
697
Bell Investment Advisors
California
$7.28K +$1.26K +8 +24%
CAL
698
Capital Advisors Ltd
Ohio
$7K -$8.06K -51 -57%
POIA
699
Pin Oak Investment Advisors
Texas
$7K – – –
AWM
700
Activest Wealth Management
Florida
$6.93K +$5.85K +37 +1,233%
26 27
28
29 30