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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
EW
276
Evoke Wealth
California
$34K
WOC
277
West Oak Capital
California
$33K
SIM
278
Sonora Investment Management
Arizona
$27K
LSA
279
Leonteq Securities AG
Switzerland
$23K +$22.4K +311 New
JWM
280
Jackson Wealth Management
Florida
$18K +$176K +2,441 +5%
EBA
281
Eagle Bay Advisors
New York
$15K
HPC
282
HM Payson & Co
Maine
$10K
GWM
283
Geneos Wealth Management
Colorado
$7K
LPWM
284
Lake Point Wealth Management
Texas
$7K
ANBT
285
American National Bank & Trust
Texas
$6K +$6.12K +85 New
BIA
286
Bell Investment Advisors
California
$4K +$3.46K +48 New
AIP
287
Ameritas Investment Partners
Nebraska
$3K
CFA
288
Carroll Financial Associates
North Carolina
$3K +$1.01K +14 +37%
TFO
289
Tarbox Family Office
California
$2K
VCM
290
Versant Capital Management
Arizona
$2K +$2.02K +28 New
GWS
291
Glassman Wealth Services
Virginia
$1K
WT
292
Washington Trust
Rhode Island
$1K +$216 +3 +38%
EI
293
Ellevest Inc
New York
$1K +$720 +10 New
Nisa Investment Advisors
294
Nisa Investment Advisors
Missouri
$263
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