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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
251
Kore Private Wealth
New York
$300K
BEI
252
Benjamin Edwards Inc
Missouri
$300K +$11.9K +172 +3%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$294K +$25.9K +374 +8%
SCM
254
Silvant Capital Management
Georgia
$286K
ACH
255
ArrowMark Colorado Holdings
Colorado
$284K
HA
256
Harbor Advisors
Florida
$284K
SW
257
SVB Wealth
Massachusetts
$275K +$1.38K +20 +0.4%
CAAS
258
Capital Asset Advisory Services
Michigan
$272K -$58.6K -848 -15%
TI
259
Tidal Investments
Wisconsin
$261K +$318K +4,594 New
PCM
260
Prana Capital Management
Connecticut
$259K +$315K +4,559 New
CIA
261
Capital Impact Advisors
Massachusetts
$255K +$21.4K +309 +7%
NGA
262
Naples Global Advisors
Florida
$243K
V
263
Veritable
Delaware
$240K -$11.7K -169 -4%
CBT
264
CoreFirst Bank & Trust
Kansas
$233K
ZCA
265
Zeke Capital Advisors
Pennsylvania
$232K -$37.8K -547 -12%
SSW
266
Stone Summit Wealth
Florida
$230K +$280K +4,048 New
GTCM
267
Gyon Technologies Capital Management
New Jersey
$229K +$279K +4,028 New
HNB
268
Huntington National Bank
Ohio
$227K
BFA
269
Buttonwood Financial Advisors
Maryland
$226K +$41.5K +600 +18%
TPA
270
Trivium Point Advisory
Connecticut
$223K -$29.7K -430 -11%
SBIA
271
Sheaff Brock Investment Advisors
Indiana
$223K +$622 +9 +0.2%
KL
272
KWMG LLC
Kansas
$218K
Vontobel Holding
273
Vontobel Holding
Switzerland
$216K -$463K -6,688 -64%
KeyBank National Association
274
KeyBank National Association
Ohio
$216K -$12.8K -185 -5%
FB
275
Fulton Bank
Pennsylvania
$212K -$35.9K -519 -12%