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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
301
Vinva Investment Management
Australia
$329K +$322K +4,048 New
KL
302
KWMG LLC
Kansas
$321K – – –
Acadian Asset Management
303
Acadian Asset Management
Massachusetts
$315K -$186K -2,345 -38%
VI
304
Vestcor Inc
New Brunswick, Canada
$306K – – –
PCS
305
Personal CFO Solutions
New Jersey
$303K +$15.5K +195 +6%
KeyBank National Association
306
KeyBank National Association
Ohio
$301K +$12.2K +153 +4%
SSW
307
Stone Summit Wealth
Florida
$300K -$35.6K -448 -11%
QT
308
Quantamental Technologies
New York
$296K -$476K -5,990 -63%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$284K +$270K +3,398 New
Prudential Financial
310
Prudential Financial
New Jersey
$276K -$1.91K -24 -0.5%
Verition Fund Management
311
Verition Fund Management
Connecticut
$270K +$257K +3,238 New
AAS
312
Avantax Advisory Services
Texas
$267K +$12.9K +162 +5%
TI
313
Trexquant Investment
Connecticut
$262K +$250K +3,144 New
TPA
314
Trivium Point Advisory
Connecticut
$258K -$636 -8 -0.3%
JIC
315
Joel Isaacson & Co
New York
$253K – – –
USCWA
316
U.S. Capital Wealth Advisors
Texas
$250K – – –
CRC
317
Curi RMB Capital
Illinois
$247K +$236K +2,966 New
BRWA
318
B. Riley Wealth Advisors
Florida
$247K +$236K +2,963 New
FIM
319
Fernwood Investment Management
Massachusetts
$234K +$223K +2,800 New
AWM
320
Avitas Wealth Management
California
$231K +$220K +2,772 New
Baird Financial Group
321
Baird Financial Group
Wisconsin
$229K +$218K +2,743 New
TPCW
322
TD Private Client Wealth
New York
$226K +$216K +2,712 New
CIP
323
Capital Insight Partners
Arizona
$223K +$213K +2,675 New
ECM
324
ExodusPoint Capital Management
New York
$218K +$207K +2,608 New
HH
325
Hilltop Holdings
Texas
$216K -$49.1K -617 -19%