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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
Tradition Wealth Management
Minnesota
$203K – – –
AAS
302
Avantax Advisory Services
Texas
$203K +$203K +2,500 New
RW
303
RVW Wealth
California
$203K +$203K +2,500 New
IA
304
IFP Advisors
Florida
$193K +$155K +1,909 +339%
SAS
305
Stelac Advisory Services
New York
$190K -$702K -8,627 -79%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$182K -$1.35M -16,629 -88%
NICM
307
Neo Ivy Capital Management
New York
$171K +$171K +2,105 New
FHA
308
First Horizon Advisors
Tennessee
$150K +$24K +295 +19%
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$98.3K +1,208 +245%
LWA
310
Lenox Wealth Advisors
New York
$124K – – –
FPS
311
Fieldpoint Private Securities
Connecticut
$115K – – –
Bessemer Group
312
Bessemer Group
New Jersey
$103K – – –
WTA
313
Washington Trust Advisors
Massachusetts
$101K +$101K +1,241 New
WPA
314
West Paces Advisors
Georgia
$97.4K – – –
SC
315
Settian Capital
New York
$88K +$88.3K +1,085 New
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$85K -$203K -2,500 -70%
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$81K – – –
HFM
318
Harvest Fund Management
China
$77K – – –
FAG
319
Fortitude Advisory Group
Washington
$76K +$75.7K +930 New
UB
320
UMB Bank
Missouri
$74K +$74K +909 New
LIM
321
Longfellow Investment Management
Massachusetts
$59K – – –
CH
322
Canton Hathaway
Rhode Island
$57K – – –
PA
323
Parallel Advisors
California
$51K +$50.8K +624 +12,480%
FAM
324
Fred Alger Management
New York
$48K +$48.2K +592 New
TH
325
TCTC Holdings
Texas
$46K – – –