We are live on ! Find out more
ARES icon

Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
826
Kestra Private Wealth Services
Texas
-$235K -1,358 Closed
PWP
827
Phillips Wealth Planners
Mississippi
-$231K -1,321 Closed
XWM
828
Xcel Wealth Management
Florida
-$225K -1,300 Closed
MAWA
829
Moss Adams Wealth Advisors
Washington
-$209K -1,205 Closed
WPA
830
West Paces Advisors
Georgia
-$208K -1,199 Closed
LSA
831
Lion Street Advisors
Texas
-$205K -1,186 Closed
FCM
832
Fourpath Capital Management
Oklahoma
-$204K -1,177 Closed
Koshinski Asset Management
833
Koshinski Asset Management
Illinois
-$204K -1,175 Closed
SWP
834
Sagespring Wealth Partners
Tennessee
-$202K -1,164 Closed
EAM
835
Erste Asset Management
Austria
-$142K -789 Closed
GWM
836
Geneos Wealth Management
Colorado
-$78.1K -451 Closed
OWA
837
Opal Wealth Advisors
New York
-$71.5K -413 Closed
KHC
838
Koesten Hirschmann & Crabtree
Kansas
-$68.8K -397 Closed
WSFS
839
Wilmington Savings Fund Society
Delaware
-$55.6K -321 Closed
AAS
840
Ameritas Advisory Services
Nebraska
-$42.6K -246 Closed
Acadian Asset Management
841
Acadian Asset Management
Massachusetts
-$32K -186 Closed
WOC
842
West Oak Capital
California
-$260 -150 Closed
GM
843
GeoWealth Management
Illinois
-$23.7K -137 Closed
TPWA
844
Twin Peaks Wealth Advisors
California
-$24.5K -127 Closed
BFPW
845
BOK Financial Private Wealth
Colorado
-$8.31K -48 Closed
WA
846
Whipplewood Advisors
Colorado
-$6.24K -36 Closed
RAM
847
Riggs Asset Management
Pennsylvania
-$5.72K -33 Closed
CWA
848
Carolina Wealth Advisors
South Carolina
-$3.12K -18 Closed
TCA
849
Trifecta Capital Advisors
Illinois
-$2.42K -14 Closed
WCM
850
WealthTrak Capital Management
Virginia
-$2.42K -14 Closed