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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
726
Oakmont Advisory Group
New Mexico
$5.76K +$6.24K +52 New
LC
727
Luminist Capital
Michigan
$5.57K +$6K +50 New
BFS
728
Burkett Financial Services
South Carolina
$5.41K +$5.76K +48 New
TFA
729
Transamerica Financial Advisors
Florida
$5.12K – – –
MAM
730
Meeder Asset Management
Ohio
$5.12K +$480 +4 +10%
CAL
731
Capital Advisors Ltd
Ohio
$5K – – –
RS
732
Rakuten Securities
Japan
$4.9K -$5.04K -42 -49%
AG
733
AmeriFlex Group
Nevada
$4.34K +$1.68K +14 +56%
SWM
734
SHP Wealth Management
Massachusetts
$4.34K +$360 +3 +8%
GEA
735
Glen Eagle Advisors
New Jersey
$4.12K +$720 +6 +19%
MAM
736
Marquette Asset Management
Minnesota
$3.9K – – –
ATC
737
Adirondack Trust Company
New York
$3.67K – – –
BWL
738
Bogart Wealth LLC
Virginia
$3.56K -$1.32K -11 -26%
FC
739
Financial Consulate
Maryland
$3.56K -$480 -4 -11%
TC
740
Truvestments Capital
Florida
$3.56K – – –
SIM
741
Synergy Investment Management
Florida
$3.24K +$3.12K +26 New
AT
742
Arlington Trust
Alabama
$3.23K -$11K -92 -76%
SC
743
SouthState Corp
Florida
$3.23K +$1.44K +12 +71%
AAG
744
Armstrong Advisory Group
Massachusetts
$3.01K – – –
GBT
745
Grove Bank & Trust
Florida
$3K -$6.48K -54 -67%
MI
746
Markowski Investments
Florida
$3K +$3.24K +27 New
SEP
747
Signature Equity Partners
Ohio
$2.89K -$360 -3 -10%
SGFG
748
Silver Grove Financial Group
New York
$2.82K +$3K +25 New
ADL
749
Asset Dedication LLC
California
$2.67K +$2.88K +24 New
MWA
750
Medallion Wealth Advisors
Connecticut
$2.56K – – –
28 29
30
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