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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
376
Verition Fund Management
Connecticut
$818K +$314K +1,820 +48%
EFG
377
Everhart Financial Group
Ohio
$815K +$17.3K +100 +2%
ICA
378
Infrastructure Capital Advisors
New York
$811K +$61.2K +354 +7%
FRA
379
Frank Rimerman Advisors
California
$798K +$116K +671 +14%
RZH
380
Relyea Zuckerberg Hanson
Connecticut
$796K +$49.6K +287 +6%
MA
381
Mutual Advisors
Nebraska
$795K +$53.4K +309 +6%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$789K +$930K +5,380 New
IMCOOI
383
Investment Management Corp of Ontario (IMCO)
Canada
$785K +$17.3K +100 +2%
PCM
384
Polymer Capital Management
New York
$780K +$920K +5,323 New
AO
385
Advisor OS
Illinois
$767K -$27.5K -159 -3%
TW
386
TritonPoint Wealth
Maryland
$766K +$3.11K +18 +0.3%
O
387
Ossiam
France
$762K -$792K -4,585 -47%
PPW
388
Parcion Private Wealth
Washington
$760K -$725K -4,195 -45%
RIM
389
Rakuten Investment Management
Japan
$753K +$899K +5,200 New
DC
390
Davenport & Co
Virginia
$743K +$257K +1,485 +41%
ZF
391
Zhang Financial
Michigan
$740K +$361K +2,088 +71%
SWM
392
Spire Wealth Management
Virginia
$737K +$21.3K +123 +3%
Allspring Global Investments
393
Allspring Global Investments
North Carolina
$735K +$27.8K +161 +3%
LSA
394
Leonteq Securities AG
Switzerland
$734K +$767K +4,439 +879%
ACH
395
ArrowMark Colorado Holdings
Colorado
$733K – – –
BCM
396
BluePath Capital Management
Georgia
$731K -$302K -1,747 -26%
SB
397
Strategic Blueprint
Georgia
$725K +$41.1K +238 +5%
HWM
398
HB Wealth Management
Georgia
$722K +$425K +2,459 +100%
DWT
399
Dorsey & Whitney Trust
South Dakota
$699K +$521K +3,018 +173%
Vontobel Holding
400
Vontobel Holding
Switzerland
$693K +$393K +2,275 +93%