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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
726
Kilter Group
New York
$6.12K +$3.84K +32 +139%
AW
727
Avion Wealth
Texas
$6K +$2.16K +18 +41%
JWA
728
JFS Wealth Advisors
Pennsylvania
$5.9K -$480 -4 -7%
APFP
729
Action Point Financial Planning
Michigan
$5.79K +$6.48K +54 New
1CP
730
1015 Capital Partners
Pennsylvania
$5.79K – – –
OAG
731
Oakmont Advisory Group
New Mexico
$5.76K +$6.24K +52 New
LC
732
Luminist Capital
Michigan
$5.57K +$6K +50 New
BFS
733
Burkett Financial Services
South Carolina
$5.41K +$5.76K +48 New
TFA
734
Transamerica Financial Advisors
Florida
$5.12K – – –
MAM
735
Meeder Asset Management
Ohio
$5.12K +$480 +4 +10%
CAL
736
Capital Advisors Ltd
Ohio
$5K – – –
RS
737
Rakuten Securities
Japan
$4.9K -$5.04K -42 -49%
AG
738
AmeriFlex Group
Nevada
$4.34K +$1.68K +14 +56%
SWM
739
SHP Wealth Management
Massachusetts
$4.34K +$360 +3 +8%
GEA
740
Glen Eagle Advisors
New Jersey
$4.12K +$720 +6 +19%
MAM
741
Marquette Asset Management
Minnesota
$3.9K – – –
ATC
742
Adirondack Trust Company
New York
$3.67K – – –
BWL
743
Bogart Wealth LLC
Virginia
$3.56K -$1.32K -11 -26%
FC
744
Financial Consulate
Maryland
$3.56K -$480 -4 -11%
TC
745
Truvestments Capital
Florida
$3.56K – – –
SIM
746
Synergy Investment Management
Florida
$3.24K +$3.12K +26 New
AT
747
Arlington Trust
Alabama
$3.23K -$11K -92 -76%
SC
748
SouthState Corp
Florida
$3.23K +$1.44K +12 +71%
AAG
749
Armstrong Advisory Group
Massachusetts
$3.01K – – –
GBT
750
Grove Bank & Trust
Florida
$3K -$6.48K -54 -67%
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