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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
776
Sunrise Financial Services
Washington
$1.34K – – –
BFPW
777
BOK Financial Private Wealth
Colorado
$1.23K +$1.32K +11 New
DCM
778
Davis Capital Management
Florida
$1.22K +$720 +6 +120%
BF
779
Brooklyn FI
New York
$1.2K +$1.2K +10 New
DF
780
Dunhill Financial
United Kingdom
$1.16K – – –
LF
781
LifeSteps Financial
California
$1.11K +$1.2K +10 New
MAFA
782
MJT & Associates Financial Advisory
Minnesota
$1K +$1.08K +9 New
NEWAS
783
N.E.W. Advisory Services
Wisconsin
$1K +$1.08K +9 New
TM
784
Torren Management
California
$956 +$120 +1 +13%
DFA
785
DHJJ Financial Advisors
Illinois
$891 – – –
QWM
786
Quaker Wealth Management
New Jersey
$891 +$120 +1 +14%
PGAM
787
Princeton Global Asset Management
New Jersey
$890 +$960 +8 New
PWMG
788
Private Wealth Management Group
New Jersey
$780 – – –
WA
789
WestEnd Advisors
North Carolina
$779 – – –
IA
790
IFG Advisory
Georgia
$692 +$720 +6 New
CCMI
791
Creative Capital Management Investments
California
$668 +$720 +6 New
AF
792
Alerus Financial
North Dakota
$557 – – –
BIM
793
Breakwater Investment Management
Washington
$557 +$600 +5 New
CFD
794
Creative Financial Designs
Indiana
$557 +$600 +5 New
HIA
795
HFM Investment Advisors
New Jersey
$557 +$600 +5 New
DF
796
DecisionPoint Financial
Arizona
$455 +$120 +1 +33%
GIA
797
GHP Investment Advisors
Colorado
$446 – – –
TC
798
Trust Company
Kansas
$445 – – –
SFCL
799
Strengthening Families & Communities LLC
Massachusetts
$334 +$360 +3 New
3FI
800
3 Factor Indexing
California
$223 – – –