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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Buttonwood Financial Advisors
Maryland
$453K -$18.5K -170 -4%
CAAS
352
Capital Asset Advisory Services
Michigan
$453K -$8.79K -81 -2%
AWM
353
Axxcess Wealth Management
California
$453K -$8.58K -79 -2%
RB
354
Renasant Bank
Mississippi
$433K -$12.6K -116 -3%
VFA
355
Voya Financial Advisors
Connecticut
$431K -$8.25K -76 -2%
PCS
356
Personal CFO Solutions
New Jersey
$430K +$977 +9 +0.2%
VI
357
Vestcor Inc
New Brunswick, Canada
$429K -$3.48K -32 -0.9%
WS
358
Wedbush Securities
California
$429K +$112K +1,034 +40%
SSW
359
Stone Summit Wealth
Florida
$428K
CFG
360
Citizens Financial Group
Rhode Island
$427K +$107K +990 +38%
KeyBank National Association
361
KeyBank National Association
Ohio
$420K -$5.21K -48 -1%
AWA
362
Arete Wealth Advisors
Illinois
$416K -$42.9K -395 -10%
MYIA
363
Mount Yale Investment Advisors
Colorado
$408K -$41.8K -385 -10%
NGA
364
Naples Global Advisors
Florida
$405K
LCM
365
Landscape Capital Management
New Jersey
$381K +$348K +3,204 New
CTC
366
Cetera Trust Company
Minnesota
$379K +$346K +3,190 New
AWM
367
AE Wealth Management
Kansas
$373K +$50.6K +466 +18%
EFG
368
Everhart Financial Group
Ohio
$371K +$36.7K +338 +12%
GT
369
Glenmede Trust
Pennsylvania
$369K +$2.61K +24 +0.8%
AAM
370
Advisors Asset Management
Colorado
$367K -$102K -938 -23%
AIMCA
371
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$357K -$6.94M -63,890 -96%
CC
372
Centiva Capital
New York
$355K +$324K +2,988 New
TPA
373
Trivium Point Advisory
Connecticut
$351K -$21.2K -195 -6%
UFF
374
USA Financial Formulas
Michigan
$349K +$319K +2,937 New
LWL
375
Leo Wealth LLC
Texas
$349K +$319K +2,935 New