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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
726
Fortitude Family Office
Arizona
$3.12K +$2.85K +18 New
RIL
727
Rothschild Investment LLC
Illinois
$2.94K -$316 -2 -11%
NC
728
North Capital
Utah
$2.6K – – –
CW
729
Curio Wealth
Maryland
$2.6K +$2.21K +14 +1,400%
WCM
730
WealthTrak Capital Management
Virginia
$2.42K +$1.26K +8 +133%
TCA
731
Trifecta Capital Advisors
Illinois
$2.42K +$2.21K +14 New
UB
732
UMB Bank
Missouri
$2.25K -$93.5K -591 -98%
DPW
733
DiNuzzo Private Wealth
Pennsylvania
$2.25K – – –
PWA
734
Physician Wealth Advisors
Utah
$2.25K +$2.06K +13 New
BAM
735
Bellevue Asset Management
Washington
$2.08K – – –
PCM
736
Penserra Capital Management
California
$2K – – –
DWM
737
Dogwood Wealth Management
Kansas
$1.93K +$1.42K +9 +450%
S
738
Sachetta
Massachusetts
$1.91K +$1.58K +10 +1,000%
APW
739
Aventura Private Wealth
Florida
$1.91K +$1.74K +11 New
M
740
MOTCO
Texas
$1.85K +$1.58K +10 New
AG
741
AmeriFlex Group
Nevada
$1.76K – – –
NWM
742
Nova Wealth Management
Florida
$1.74K +$1.58K +10 New
DF
743
Dunhill Financial
United Kingdom
$1.73K – – –
KG
744
Kilter Group
New York
$1.73K +$1.58K +10 New
CAM
745
Creekmur Asset Management
Illinois
$1.61K -$74.5K -471 -98%
MCM
746
Manchester Capital Management
Vermont
$1.56K -$158 -1 -10%
HFS
747
Hughes Financial Services
Virginia
$1.51K -$1.11K -7 -47%
DFA
748
DHJJ Financial Advisors
Illinois
$1.39K – – –
BFS
749
Bare Financial Services
Pennsylvania
$1.39K +$1.26K +8 New
SO
750
Sierra Ocean
California
$1.39K +$1.26K +8 New
28 29
30
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