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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
276
Personal CFO Solutions
New Jersey
$294K -$47.6K -620 -15%
FHB
277
First Hawaiian Bank
Hawaii
$288K +$27.6K +360 +11%
LWAC
278
Laurel Wealth Advisors (California)
California
$286K – – –
BFA
279
Buttonwood Financial Advisors
Maryland
$275K +$260K +3,382 New
CFN
280
Cordasco Financial Network
Florida
$273K +$1.92K +25 +0.7%
RJT
281
Raymond James Trust
Florida
$259K +$47.2K +615 +24%
EWM
282
Evercore Wealth Management
New York
$252K +$238K +3,100 New
USCWA
283
U.S. Capital Wealth Advisors
Texas
$244K – – –
ISWM
284
Independent Solutions Wealth Management
New York
$234K +$8.29K +108 +4%
JIC
285
Joel Isaacson & Co
New York
$233K – – –
Sumitomo Mitsui Trust Group
286
Sumitomo Mitsui Trust Group
Japan
$231K -$141K -1,841 -39%
SS
287
Simplicity Solutions
Minnesota
$228K +$216K +2,810 New
FIM
288
Fernwood Investment Management
Massachusetts
$227K – – –
P
289
&Partners
Tennessee
$226K – – –
HKIMG
290
Hutchens & Kramer Investment Management Group
Indiana
$220K – – –
AIG
291
American International Group
New York
$207K -$384 -5 -0.2%
Canada Pension Plan Investment Board
292
Canada Pension Plan Investment Board
Ontario, Canada
$203K -$6.64M -86,500 -97%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$203K -$78.7K -1,025 -29%
AAS
294
Avantax Advisory Services
Texas
$203K – – –
RW
295
RVW Wealth
California
$203K – – –
TWM
296
Tradition Wealth Management
Minnesota
$203K – – –
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$182K – – –
LWA
298
Lenox Wealth Advisors
New York
$123K – – –
SAS
299
Stelac Advisory Services
New York
$122K -$63.8K -831 -36%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K -$18K -234 -14%