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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
751
State of Wyoming
Wyoming
$2.23K +$2.4K +20 New
WTA
752
Washington Trust Advisors
Massachusetts
$2.23K +$2.4K +20 New
RWM
753
Raffa Wealth Management
District of Columbia
$2.12K +$720 +6 +46%
BHWM
754
Bay Harbor Wealth Management
Maryland
$2.12K +$1.08K +9 +90%
FFO
755
Fortitude Family Office
Arizona
$2K +$600 +5 +38%
HFS
756
Hughes Financial Services
Virginia
$2K +$1.44K +12 +200%
PCM
757
Penserra Capital Management
California
$2K – – –
GA
758
GoalVest Advisory
New York
$1.89K +$2.04K +17 New
CIAS
759
CBIZ Investment Advisory Services
Ohio
$1.85K – – –
M
760
MOTCO
Texas
$1.67K +$600 +5 +50%
RWM
761
Rialto Wealth Management
New York
$1.67K +$1.2K +10 +200%
CIA
762
Cape Investment Advisory
Georgia
$1.67K +$1.8K +15 New
NSIM
763
North Star Investment Management
Illinois
$1.56K -$4.08K -34 -71%
ACA
764
American Capital Advisory
Idaho
$1.45K +$360 +3 +30%
CWP
765
Clark Wealth Partners
Illinois
$1.45K +$1.56K +13 New
PS
766
Planning Strategies
Pennsylvania
$1.45K +$1.56K +13 New
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$1.34K – – –
IRC
768
Investors Research Corp
Georgia
$1.34K – – –
SFS
769
Sunrise Financial Services
Washington
$1.34K – – –
BFPW
770
BOK Financial Private Wealth
Colorado
$1.23K +$1.32K +11 New
DCM
771
Davis Capital Management
Florida
$1.22K +$720 +6 +120%
BF
772
Brooklyn FI
New York
$1.2K +$1.2K +10 New
DF
773
Dunhill Financial
United Kingdom
$1.16K – – –
LF
774
LifeSteps Financial
California
$1.11K +$1.2K +10 New
MAFA
775
MJT & Associates Financial Advisory
Minnesota
$1K +$1.08K +9 New
29 30
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