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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
226
Vanguard Personalized Indexing Management
California
$235K +$206K +3,690 New
AWM
227
Affinity Wealth Management
Delaware
$227K +$198K +3,537 New
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$226K +$190K +3,400 +2,125%
KeyBank National Association
229
KeyBank National Association
Ohio
$226K +$198K +3,548 New
Wolverine Trading
230
Wolverine Trading
Illinois
$222K +$197K +3,519 New
CFN
231
Cordasco Financial Network
Florida
$210K +$1.34K +24 +0.7%
AII
232
AGF Investments Inc
Ontario, Canada
$210K +$184K +3,298 New
SBIA
233
Sheaff Brock Investment Advisors
Indiana
$208K +$182K +3,259 New
FHB
234
First Hawaiian Bank
Hawaii
$208K +$183K +3,265 New
GTCM
235
Gyon Technologies Capital Management
New Jersey
$207K -$63.8K -1,141 -26%
Twin Tree Management
236
Twin Tree Management
Texas
$206K +$181K +3,234 New
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$203K +$179K +3,198 New
AIG
238
American International Group
New York
$176K +$31.4K +562 +26%
OIA
239
Optimum Investment Advisors
Illinois
$159K – – –
TWM
240
Tradition Wealth Management
Minnesota
$159K +$140K +2,498 New
PAM
241
Panagora Asset Management
Massachusetts
$136K – – –
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K +$111K +1,994 +1,994%
AWA
243
Arkadios Wealth Advisors
Georgia
$119K +$783 +14 +0.8%
FHA
244
First Horizon Advisors
Tennessee
$95K +$12.5K +223 +17%
Bessemer Group
245
Bessemer Group
New Jersey
$76K +$67.1K +1,200 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$64K – – –
FF
247
FourThought Financial
Florida
$63K – – –
ASN
248
Advisory Services Network
Georgia
$54K +$47.6K +852 New
BCA
249
Berman Capital Advisors
Georgia
$51K +$391 +7 +0.9%
IA
250
IFP Advisors
Florida
$51K +$4.19K +75 +10%