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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
376
Noesis Capital Mangement
Florida
– -$329K -4,048 Closed
PCS
377
Personal CFO Solutions
New Jersey
– -$294K -3,625 Closed
LWAC
378
Laurel Wealth Advisors (California)
California
– -$286K -3,525 Closed
RJT
379
Raymond James Trust
Florida
– -$259K -3,192 Closed
EWM
380
Evercore Wealth Management
New York
– -$252K -3,100 Closed
JIC
381
Joel Isaacson & Co
New York
– -$233K -3,036 Closed
USCWA
382
U.S. Capital Wealth Advisors
Texas
– -$244K -3,000 Closed
ISWM
383
Independent Solutions Wealth Management
New York
– -$234K -2,882 Closed
Sumitomo Mitsui Trust Group
384
Sumitomo Mitsui Trust Group
Japan
– -$231K -2,846 Closed
SS
385
Simplicity Solutions
Minnesota
– -$228K -2,810 Closed
FIM
386
Fernwood Investment Management
Massachusetts
– -$227K -2,800 Closed
P
387
&Partners
Tennessee
– -$226K -2,780 Closed
HKIMG
388
Hutchens & Kramer Investment Management Group
Indiana
– -$220K -2,652 Closed
AAS
389
Avantax Advisory Services
Texas
– -$203K -2,500 Closed
RW
390
RVW Wealth
California
– -$203K -2,500 Closed
SAS
391
Stelac Advisory Services
New York
– -$122K -1,507 Closed
FAG
392
Fortitude Advisory Group
Washington
– -$76K -930 Closed
VNA
393
Valley National Advisers
Pennsylvania
– -$65K -800 Closed
PCG
394
Private Capital Group
Connecticut
– -$55K -677 Closed
RTC
395
Riverview Trust Company
Washington
– -$20K -252 Closed
JWA
396
JFS Wealth Advisors
Pennsylvania
– -$9.68K -140 -96%
CP
397
Corbenic Partners
Pennsylvania
– -$10K -123 Closed
HPC
398
HM Payson & Co
Maine
– -$9K -106 Closed
PFS
399
Prospera Financial Services
Texas
– -$5K -60 Closed
Lazard Asset Management
400
Lazard Asset Management
New York
– -$4K -57 Closed