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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
751
Markowski Investments
Florida
$3K +$3.24K +27 New
SEP
752
Signature Equity Partners
Ohio
$2.89K -$360 -3 -10%
SGFG
753
Silver Grove Financial Group
New York
$2.82K +$3K +25 New
BLC
754
Brown, Lisle/Cummings
Rhode Island
$2.78K – – –
ADL
755
Asset Dedication LLC
California
$2.67K +$2.88K +24 New
MWA
756
Medallion Wealth Advisors
Connecticut
$2.56K – – –
PWA
757
Principia Wealth Advisory
Texas
$2.45K +$840 +7 +47%
SOW
758
State of Wyoming
Wyoming
$2.23K +$2.4K +20 New
WTA
759
Washington Trust Advisors
Massachusetts
$2.23K +$2.4K +20 New
RWM
760
Raffa Wealth Management
District of Columbia
$2.12K +$720 +6 +46%
BHWM
761
Bay Harbor Wealth Management
Maryland
$2.12K +$1.08K +9 +90%
FFO
762
Fortitude Family Office
Arizona
$2K +$600 +5 +38%
HFS
763
Hughes Financial Services
Virginia
$2K +$1.44K +12 +200%
PCM
764
Penserra Capital Management
California
$2K – – –
GA
765
GoalVest Advisory
New York
$1.89K +$2.04K +17 New
CIAS
766
CBIZ Investment Advisory Services
Ohio
$1.85K – – –
M
767
MOTCO
Texas
$1.67K +$600 +5 +50%
RWM
768
Rialto Wealth Management
New York
$1.67K +$1.2K +10 +200%
CIA
769
Cape Investment Advisory
Georgia
$1.67K +$1.8K +15 New
NSIM
770
North Star Investment Management
Illinois
$1.56K -$4.08K -34 -71%
ACA
771
American Capital Advisory
Idaho
$1.45K +$360 +3 +30%
CWP
772
Clark Wealth Partners
Illinois
$1.45K +$1.56K +13 New
PS
773
Planning Strategies
Pennsylvania
$1.45K +$1.56K +13 New
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$1.34K – – –
IRC
775
Investors Research Corp
Georgia
$1.34K – – –
29 30
31
32 33