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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
726
Physician Wealth Advisors
Utah
$13.7K +$10.7K +69 +431%
KAS
727
Kemnay Advisory Services
New York
$13.3K +$12.8K +82 New
TCM
728
TD Capital Management
Tennessee
$12.9K – – –
CIAS
729
CBIZ Investment Advisory Services
Ohio
$11K -$7.63K -49 -42%
JWA
730
JFS Wealth Advisors
Pennsylvania
$11K – – –
TWD
731
True Wealth Design
Ohio
$10.5K -$156 -1 -2%
WA
732
WPG Advisers
Maryland
$10.2K – – –
T. Rowe Price Investment Management
733
T. Rowe Price Investment Management
Maryland
$10K – – –
SIS
734
Sound Income Strategies
Florida
$9.67K – – –
SWM
735
SHP Wealth Management
Massachusetts
$9.19K +$8.88K +57 New
RIL
736
Rothschild Investment LLC
Illinois
$8.89K -$623 -4 -7%
GBT
737
Grove Bank & Trust
Florida
$8.73K +$8.41K +54 New
1CP
738
1015 Capital Partners
Pennsylvania
$8.57K +$8.26K +53 New
WWM
739
Wolff Wiese Magana
California
$8.24K – – –
CA
740
Cresta Advisors
Texas
$8.24K +$7.95K +51 New
EP
741
Essential Partners
California
$8.24K +$3.27K +21 +70%
CT
742
Clearstead Trust
Maine
$8.08K -$7.48K -48 -49%
MAM
743
Meeder Asset Management
Ohio
$8.08K -$623 -4 -7%
AW
744
Avion Wealth
Texas
$8K -$312 -2 -4%
VWA
745
Valued Wealth Advisors
Utah
$7.27K +$7.01K +45 New
KPP
746
Kings Path Partners
Texas
$7.11K – – –
HHMI
747
Howard Hughes Medical Institute
Maryland
$7.11K +$6.86K +44 New
OP
748
ORG Partners
Indiana
$7.11K +$1.09K +7 +19%
IIM
749
IFC & Insurance Marketing
California
$7K +$6.54K +42 New
SIC
750
SJS Investment Consulting
Ohio
$6.79K +$623 +4 +11%