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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Activest Wealth Management
Florida
$11.9K +$1.8K +15 +16%
SC
702
Stance Capital
Massachusetts
$11.1K +$12K +100 New
CFM
703
Cornerstone Financial Management
Massachusetts
$10.9K +$6.48K +54 +123%
PWA
704
Physician Wealth Advisors
Utah
$10.4K +$840 +7 +8%
RF
705
Rossby Financial
Florida
$10.4K +$1.32K +11 +13%
CA
706
CoreCap Advisors
Michigan
$10.1K +$7.08K +59 +184%
NL
707
NVWM LLC
Pennsylvania
$10.1K +$9.12K +76 +507%
BIA
708
Bell Investment Advisors
California
$10K +$480 +4 +5%
WA
709
WPG Advisers
Maryland
$10K +$960 +8 +10%
SIC
710
SJS Investment Consulting
Ohio
$9.57K -$7.92K -66 -43%
APW
711
Allied Private Wealth
Florida
$9.44K +$9.6K +80 New
EFMH
712
E Fund Management (HK)
Hong Kong
$9.02K +$9.72K +81 New
CFB
713
Cullen/Frost Bankers
Texas
$8.9K -$12K -100 -56%
CIAM
714
Caitong International Asset Management
Hong Kong
$8.79K -$578K -4,818 -98%
TWD
715
True Wealth Design
Ohio
$8.57K +$3.84K +32 +71%
BCWM
716
Bartlett & Co Wealth Management
Ohio
$7.46K -$16.2K -135 -67%
CPG
717
Cornerstone Planning Group
New Jersey
$7.41K -$2.4K -20 -24%
WA
718
Westfuller Advisors
New York
$7.08K +$360 +3 +5%
S
719
Sachetta
Massachusetts
$7.01K +$6.72K +56 +800%
KAS
720
Kemnay Advisory Services
New York
$6.9K -$2.16K -18 -23%
CA
721
Continuum Advisory
Idaho
$6.9K +$7.44K +62 New
JGCM
722
Joseph Group Capital Management
Ohio
$6.9K +$7.44K +62 New
AF
723
Advisornet Financial
Minnesota
$6.68K -$7.8K -65 -52%
MCM
724
MV Capital Management
Maryland
$6.68K +$5.88K +49 +445%
WWM
725
Wolff Wiese Magana
California
$6.23K – – –