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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
CH
301
Canton Hathaway
Rhode Island
$40K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$39K +$6.16K +89 +15%
AF
303
Advisornet Financial
Minnesota
$38K -$39.1K -565 -46%
PA
304
Parallel Advisors
California
$37K +$2.08K +30 +5%
TH
305
TCTC Holdings
Texas
$32K
FAM
306
Fred Alger Management
New York
$31K -$19.6K -283 -34%
HIA
307
Harbor Investment Advisory
Maryland
$31K
TWC
308
TD Waterhouse Canada
Ontario, Canada
$29.3K
EW
309
Evoke Wealth
California
$27K
WOC
310
West Oak Capital
California
$26K
GWM
311
Geneos Wealth Management
Colorado
$23K
CA
312
Clearstead Advisors
Ohio
$23K +$28.1K +406 New
KFP
313
KB Financial Partners
New Jersey
$22K
BAM
314
Byrne Asset Management
New Jersey
$17K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$16K +$138 +2 +0.7%
C
316
Covestor
United Kingdom
$16K +$484 +7 +3%
LSA
317
Leonteq Securities AG
Switzerland
$15.7K -$1.94K -28 -9%
CT
318
Cambridge Trust
Massachusetts
$14K
WT
319
Whittier Trust
California
$12K +$13.6K +197 +1,159%
FFA
320
Fairfield Financial Advisors
Massachusetts
$11.1K +$69 +1 +0.5%
QC
321
Quent Capital
New York
$11K
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$11K +$13.8K +200 New
CFO
323
CVA Family Office
Colorado
$7K +$692 +10 +8%
GFPC
324
Global Financial Private Client
Florida
$6.73K
VVP
325
Venture Visionary Partners
Ohio
$6.54K +$7.95K +115 New