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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
701
Cassady Schiller Wealth Management
Ohio
$2.12K +$2.05K +12 New
AG
702
AmeriFlex Group
Nevada
$2.02K +$1.71K +10 New
PCM
703
Penserra Capital Management
California
$2K
WWP
704
WR Wealth Planners
Missouri
$1.95K +$1.36K +8 +267%
MWM
705
Mascoma Wealth Management
New Hampshire
$1.95K +$1.88K +11 New
RWM
706
Raffa Wealth Management
District of Columbia
$1.95K +$1.88K +11 New
CWP
707
Concord Wealth Partners
Virginia
$1.77K
DF
708
Dunhill Financial
United Kingdom
$1.77K
Kayne Anderson Rudnick Investment Management
709
Kayne Anderson Rudnick Investment Management
California
$1.77K
RAM
710
Riggs Asset Management
Pennsylvania
$1.61K
WCM
711
WealthTrak Capital Management
Virginia
$1.59K +$1.54K +9 New
NMG
712
New Millennium Group
Utah
$1.59K +$1.54K +9 New
DFA
713
DHJJ Financial Advisors
Illinois
$1.42K
RS
714
Rakuten Securities
Japan
$1.42K +$1.36K +8 New
PWMG
715
Private Wealth Management Group
New Jersey
$1.24K
JFG
716
JDM Financial Group
Texas
$1.06K
PWA
717
Provenance Wealth Advisors
Florida
$1.06K
SN
718
Sittner & Nelson
Oregon
$1.06K +$1.02K +6 New
Lazard Asset Management
719
Lazard Asset Management
New York
$1K
HWA
720
HHM Wealth Advisors
Tennessee
$886 +$853 +5 New
SIS
721
Sound Income Strategies
Florida
$885
Pacer Advisors
722
Pacer Advisors
Pennsylvania
$885 +$171 +1 +25%
HWP
723
Highline Wealth Partners
California
$885 +$853 +5 New
LIS
724
Legacy Investment Solutions
Idaho
$762
LWMI
725
Legacy Wealth Management (Idaho)
Idaho
$762