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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
301
Fieldpoint Private Securities
Connecticut
$115K – – –
Bessemer Group
302
Bessemer Group
New Jersey
$103K – – –
AF
303
Advisornet Financial
Minnesota
$101K +$56.1K +730 +143%
WPA
304
West Paces Advisors
Georgia
$97.4K – – –
WTA
305
Washington Trust Advisors
Massachusetts
$85K -$14.2K -185 -15%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$81K – – –
HFM
307
Harvest Fund Management
China
$77K – – –
FAG
308
Fortitude Advisory Group
Washington
$76K – – –
IA
309
IFP Advisors
Florida
$75K +$16.6K +216 +9%
UB
310
UMB Bank
Missouri
$74K – – –
FAM
311
Fred Alger Management
New York
$67K +$17.7K +231 +39%
VNA
312
Valley National Advisers
Pennsylvania
$65K +$61.4K +800 New
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$61K -$23.8K -310 -29%
CH
314
Canton Hathaway
Rhode Island
$57K – – –
PCG
315
Private Capital Group
Connecticut
$55K +$52K +677 New
PA
316
Parallel Advisors
California
$51K -$230 -3 -0.5%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$49K +$39.3K +512 +575%
TH
318
TCTC Holdings
Texas
$46K – – –
HIA
319
Harbor Investment Advisory
Maryland
$45K – – –
TWC
320
TD Waterhouse Canada
Ontario, Canada
$41.5K +$38.4K +500 New
EW
321
Evoke Wealth
California
$38K – – –
WOC
322
West Oak Capital
California
$37K – – –
GWM
323
Geneos Wealth Management
Colorado
$32K +$23K +300 +300%
KFP
324
KB Financial Partners
New Jersey
$31K – – –
AssetMark Inc
325
AssetMark Inc
California
$29K +$27.7K +361 New