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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$36K -$21.3K -296 -34%
EW
277
Evoke Wealth
California
$34K – – –
WOC
278
West Oak Capital
California
$33K – – –
SIM
279
Sonora Investment Management
Arizona
$27K – – –
LSA
280
Leonteq Securities AG
Switzerland
$23K +$22.4K +311 New
JWM
281
Jackson Wealth Management
Florida
$18K +$176K +2,441 +5%
EBA
282
Eagle Bay Advisors
New York
$15K – – –
HPC
283
HM Payson & Co
Maine
$10K – – –
GWM
284
Geneos Wealth Management
Colorado
$7K – – –
LPWM
285
Lake Point Wealth Management
Texas
$7K – – –
ANBT
286
American National Bank & Trust
Texas
$6K +$6.12K +85 New
BIA
287
Bell Investment Advisors
California
$4K +$3.46K +48 New
AIP
288
Ameritas Investment Partners
Nebraska
$3K – – –
CFA
289
Carroll Financial Associates
North Carolina
$3K +$1.01K +14 +37%
TFO
290
Tarbox Family Office
California
$2K – – –
VCM
291
Versant Capital Management
Arizona
$2K +$2.02K +28 New
GWS
292
Glassman Wealth Services
Virginia
$1K – – –
WT
293
Washington Trust
Rhode Island
$1K +$216 +3 +38%
EI
294
Ellevest Inc
New York
$1K +$720 +10 New
WIM
295
Westside Investment Management
California
$31 – – –
Nomura Asset Management
296
Nomura Asset Management
Japan
– -$10.5M -145,796 Closed
Assenagon Asset Management
297
Assenagon Asset Management
Luxembourg
– -$4.35M -68,418 Closed
SSA
298
Schonfeld Strategic Advisors
New York
– -$3.21M -50,500 Closed
GC
299
Gillson Capital
Illinois
– -$2.37M -37,204 Closed
AI
300
AdvisorShares Investments
Maryland
– -$2.31M -36,308 Closed