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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
326
Harbor Investment Advisory
Maryland
$45K – – –
AF
327
Advisornet Financial
Minnesota
$42K +$41.6K +511 New
EW
328
Evoke Wealth
California
$38K – – –
WOC
329
West Oak Capital
California
$37K – – –
BAM
330
Byrne Asset Management
New Jersey
$33K +$32.6K +400 New
KFP
331
KB Financial Partners
New Jersey
$31K +$31.2K +383 New
LSA
332
Leonteq Securities AG
Switzerland
$25.3K – – –
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$25K +307 New
AWM
334
Atticus Wealth Management
Florida
$22K -$86.5K -1,063 -80%
CT
335
Cambridge Trust
Massachusetts
$20K +$20.3K +250 New
QC
336
Quent Capital
New York
$16K +$15.9K +195 New
DI
337
Disciplined Investments
Oklahoma
$16K +$16.3K +200 New
CFRPA
338
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$12.7K +156 New
EBA
339
Eagle Bay Advisors
New York
$11K -$4.48K -55 -28%
CFA
340
Carroll Financial Associates
North Carolina
$10K +$6.51K +80 +154%
GFPC
341
Global Financial Private Client
Florida
$9.35K +$9.36K +115 New
HPC
342
HM Payson & Co
Maine
$9K -$2.77K -34 -24%
BIA
343
Bell Investment Advisors
California
$9K +$5.37K +66 +138%
GWM
344
Geneos Wealth Management
Colorado
$8K – – –
LPWM
345
Lake Point Wealth Management
Texas
$8K – – –
AS
346
Altshuler Shaham
Israel
$8K +$7.49K +92 New
CFO
347
CVA Family Office
Colorado
$8K +$8.14K +100 New
ANBT
348
American National Bank & Trust
Texas
$7K – – –
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.24K +89 New
Simplex Trading
350
Simplex Trading
Illinois
$7K +$7.41K +91 New