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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
351
PFG Private Wealth Management
Florida
$3K +$3.29K +47 New
EWA
352
EverSource Wealth Advisors
Alabama
$3K +$3.71K +53 New
BIA
353
Bell Investment Advisors
California
$2K +$1.12K +16 +94%
LF
354
Lee Financial
Texas
$2K +$1.82K +26 New
BC
355
Bartlett & Co
Ohio
$1K -$3.22K -46 -78%
AF
356
Allworth Financial
California
$1K
NL
357
NVWM LLC
Pennsylvania
$1K
PTC
358
Private Trust Company
Ohio
$1K
RA
359
Rise Advisors
New York
$1K
WT
360
Washington Trust
Rhode Island
$1K
DI
361
Disciplined Investments
Oklahoma
$1K +$280 +4 +80%
SC
362
Schubert & Co
Texas
$1K +$769 +11 +100%
MA
363
MUFG Americas
New York
$1K +$1.47K +21 New
CAL
364
Capital Advisors Ltd
Ohio
$1K +$1.68K +24 New
BCWM
365
Bartlett & Co Wealth Management
Ohio
$805 -$3.22K -46 -78%
WIM
366
Westside Investment Management
California
$26
Assenagon Asset Management
367
Assenagon Asset Management
Luxembourg
-$4.49M -78,908 Closed
Rafferty Asset Management
368
Rafferty Asset Management
New York
-$2.74M -48,176 Closed
CBB
369
Citizens Business Bank
California
-$1.8M -31,655 Closed
EF
370
Empowered Funds
Pennsylvania
-$1.68M -29,556 Closed
HSBC Holdings
371
HSBC Holdings
United Kingdom
-$1.5M -26,163 Closed
PHK
372
Point72 Hong Kong
Hong Kong
-$1.37M -24,059 Closed
PP
373
Paloma Partners
Connecticut
-$1.1M -19,300 Closed
Canada Pension Plan Investment Board
374
Canada Pension Plan Investment Board
Ontario, Canada
-$1.07M -18,900 Closed
CFGS
375
Concourse Financial Group Securities
Alabama
-$1.19M -17,065 Closed