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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
326
CoreFirst Bank & Trust
Kansas
$421K
SW
327
SVB Wealth
Massachusetts
$417K -$26.2K -259 -6%
AAM
328
Advisors Asset Management
Colorado
$414K -$292K -2,892 -42%
BFA
329
Buttonwood Financial Advisors
Maryland
$410K
BOH
330
Bank of Hawaii
Hawaii
$409K +$402K +3,980 New
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$408K
AWA
332
Arete Wealth Advisors
Illinois
$401K +$394K +3,896 New
AWM
333
Axxcess Wealth Management
California
$400K +$393K +3,888 New
DAS
334
Dynamic Advisor Solutions
Arizona
$398K -$20.5K -203 -5%
KL
335
KWMG LLC
Kansas
$395K
MYIA
336
Mount Yale Investment Advisors
Colorado
$392K +$386K +3,814 New
RB
337
Renasant Bank
Mississippi
$387K +$380K +3,761 New
VFA
338
Voya Financial Advisors
Connecticut
$385K -$5.97K -59 -2%
VI
339
Vestcor Inc
New Brunswick, Canada
$374K
PCS
340
Personal CFO Solutions
New Jersey
$371K -$5.36K -53 -1%
SSW
341
Stone Summit Wealth
Florida
$370K
CAM
342
Close Asset Management
United Kingdom
$370K -$9.1K -90 -2%
PFO
343
Pathstone Family Office
New Jersey
$369K +$362K +3,582 New
KeyBank National Association
344
KeyBank National Association
Ohio
$368K -$5.26K -52 -1%
BRWA
345
B. Riley Wealth Advisors
Florida
$364K +$112K +1,105 +45%
NGA
346
Naples Global Advisors
Florida
$350K -$62.7K -620 -15%
GT
347
Glenmede Trust
Pennsylvania
$316K +$311K +3,075 New
TPA
348
Trivium Point Advisory
Connecticut
$315K +$6.88K +68 +2%
JIC
349
Joel Isaacson & Co
New York
$312K
USCWA
350
U.S. Capital Wealth Advisors
Texas
$309K