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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
726
Cromwell Holdings
Wyoming
$4.32K – – –
EPW
727
Evergreen Private Wealth
Colorado
$4.32K – – –
HFM
728
Harvest Fund Management
China
$4K – – –
BLC
729
Brown, Lisle/Cummings
Rhode Island
$4K – – –
WA
730
Westfuller Advisors
New York
$3.96K +$4.51K +25 New
AT
731
Arlington Trust
Alabama
$3.84K – – –
MWA
732
Medallion Wealth Advisors
Connecticut
$3.68K – – –
WWA
733
Wealth Watch Advisors
Colorado
$3.68K +$4.15K +23 New
RF
734
Rossby Financial
Florida
$3.39K – – –
UB
735
UMB Bank
Missouri
$3.36K +$1.44K +8 +62%
HWP
736
Highline Wealth Partners
California
$3.2K – – –
FFO
737
Fortitude Family Office
Arizona
$3.2K +$361 +2 +11%
DWM
738
Dogwood Wealth Management
Kansas
$3.2K +$1.62K +9 +82%
MAM
739
Marquette Asset Management
Minnesota
$2.72K +$3.07K +17 New
PWA
740
Physician Wealth Advisors
Utah
$2.56K +$541 +3 +23%
NC
741
North Capital
Utah
$2.56K +$180 +1 +7%
CW
742
Curio Wealth
Maryland
$2.4K – – –
BFS
743
Bare Financial Services
Pennsylvania
$2.4K +$1.26K +7 +88%
DPW
744
DiNuzzo Private Wealth
Pennsylvania
$2.33K – – –
BAM
745
Bellevue Asset Management
Washington
$2.08K +$180 +1 +8%
RWM
746
Raffa Wealth Management
District of Columbia
$1.92K +$2.17K +12 New
GWS
747
Greykasell Wealth Strategies
California
$1.77K +$1.98K +11 New
S
748
Sachetta
Massachusetts
$1.76K – – –
DF
749
Dunhill Financial
United Kingdom
$1.6K – – –
KG
750
Kilter Group
New York
$1.6K – – –
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