We are live on ! Find out more
ARES icon

Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
776
Medallion Wealth Advisors
Connecticut
$3.72K – – –
WWA
777
Wealth Watch Advisors
Colorado
$3.72K – – –
CPG
778
Cornerstone Planning Group
New Jersey
$3.6K -$1.25K -8 -25%
DWM
779
Dogwood Wealth Management
Kansas
$3.56K +$312 +2 +10%
GA
780
GoalVest Advisory
New York
$3.39K +$3.27K +21 New
SRCM
781
Signature Resources Capital Management
California
$3.39K +$3.27K +21 New
SEP
782
Signature Equity Partners
Ohio
$3.31K +$3.12K +20 New
IW
783
Imprint Wealth
South Carolina
$3.23K -$7.79K -50 -71%
HWP
784
Highline Wealth Partners
California
$3.23K – – –
LWMI
785
Legacy Wealth Management (Idaho)
Idaho
$3.07K +$2.96K +19 New
KFAS
786
Keating Financial Advisory Services
Kansas
$2.91K +$2.8K +18 New
CA
787
CoreCap Advisors
Michigan
$2.75K -$3.43K -22 -56%
FFO
788
Fortitude Family Office
Arizona
$2.26K -$935 -6 -30%
HNW
789
High Note Wealth
Minnesota
$2.26K +$1.87K +12 +600%
BAM
790
Bellevue Asset Management
Washington
$2.26K +$156 +1 +8%
BHWM
791
Bay Harbor Wealth Management
Maryland
$2.26K +$623 +4 +40%
TFA
792
Transamerica Financial Advisors
Florida
$2.12K +$1.56K +10 +333%
DPW
793
DiNuzzo Private Wealth
Pennsylvania
$2.1K – – –
CIA
794
Cape Investment Advisory
Georgia
$2.1K +$1.25K +8 +160%
TPBG
795
Turning Point Benefit Group
Maryland
$2.1K +$1.4K +9 +225%
LWM
796
Lodestone Wealth Management
Washington
$2.1K +$2.02K +13 New
PCM
797
Penserra Capital Management
California
$2K +$935 +6 +50%
RWM
798
Raffa Wealth Management
District of Columbia
$1.94K – – –
SFS
799
Sunrise Financial Services
Washington
$1.94K +$1.87K +12 New
GWS
800
Greykasell Wealth Strategies
California
$1.8K – – –
30 31
32
33 34