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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Atticus Wealth Management
Florida
$6K
LPWM
327
Lake Point Wealth Management
Texas
$6K
CA
328
CoreCap Advisors
Michigan
$6K +$6.71K +97 New
HI
329
Harbour Investments
Wisconsin
$6K +$7.88K +114 New
ANBT
330
American National Bank & Trust
Texas
$5K
GWS
331
Glassman Wealth Services
Virginia
$4K +$3.39K +49 +213%
QCG
332
Quadrant Capital Group
Ohio
$4K +$4.63K +67 +558%
EBA
333
Eagle Bay Advisors
New York
$3.52K +$4.29K +62 New
BCWM
334
Bartlett & Co Wealth Management
Ohio
$3.35K +$4.08K +59 New
Bessemer Group
335
Bessemer Group
New Jersey
$3K -$83.5K -1,207 -96%
KFI
336
Key Financial Inc
Pennsylvania
$3K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.42K +35 +140%
BC
338
Bartlett & Co
Ohio
$3K +$4.08K +59 New
PMFA
339
Plante Moran Financial Advisors
Michigan
$3K +$4.08K +59 New
AIP
340
Ameritas Investment Partners
Nebraska
$2K
VCM
341
Versant Capital Management
Arizona
$2K +$968 +14 +50%
CWP
342
Concord Wealth Partners
Virginia
$2K +$2.42K +35 New
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$1.77K -$199K -2,883 -9%
NL
344
NVWM LLC
Pennsylvania
$1K -$803K -11,614 -100%
MFT
345
Moisand Fitzgerald Tamayo
Florida
$1K -$899 -13 -50%
WT
346
Washington Trust
Rhode Island
$1K -$69 -1 -9%
AF
347
Allworth Financial
California
$1K
SC
348
Schubert & Co
Texas
$1K +$277 +4 +57%
RA
349
Rise Advisors
New York
$1K +$899 +13 New
BIA
350
Bell Investment Advisors
California
$1K +$1.18K +17 New