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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
401
Global Financial Private Client
Florida
$9.46K
AF
402
Allworth Financial
California
$8.27K +$1.83K +23 +30%
CHA
403
Carmichael Hill & Associates
Maryland
$7.34K +$7K +88 New
AA
404
Ancora Advisors
Ohio
$7.01K +$6.68K +84 New
BTI
405
Blue Trust Inc
Georgia
$7K +$8.51K +107 New
GWS
406
Glassman Wealth Services
Virginia
$6.34K +$239 +3 +4%
FRA
407
Front Row Advisors
California
$5K +$5.01K +63 New
CSPIA
408
Cary Street Partners Investment Advisory
Virginia
$3.92K
JWA
409
JFS Wealth Advisors
Pennsylvania
$3.92K +$318 +4 +9%
EBA
410
Eagle Bay Advisors
New York
$3.84K -$795 -10 -18%
QCG
411
Quadrant Capital Group
Ohio
$3.67K -$795 -10 -19%
BBHC
412
Brown Brothers Harriman & Co
New York
$3.34K +$3.18K +40 New
AP
413
Arlington Partners
Alabama
$3.09K +$2.94K +37 New
WTC
414
WhitTier Trust Company
Nevada
$3.09K +$2.94K +37 New
CAL
415
Capital Advisors Ltd
Ohio
$3K -$80 -1 -3%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$2.92K +$2.78K +35 New
BIA
417
Bell Investment Advisors
California
$2.75K
SFG
418
Steward Financial Group
Texas
$2K +$1.11K +14 +108%
PTC
419
Private Trust Company
Ohio
$1.75K
SC
420
Schubert & Co
Texas
$1.59K +$318 +4 +27%
NC
421
NewSquare Capital
Pennsylvania
$1.5K
RA
422
Rise Advisors
New York
$1.13K +$80 +1 +8%
FFA
423
Farther Finance Advisors
California
$1.08K
Creative Planning
424
Creative Planning
Kansas
$918 +$875 +11 New
WT
425
Washington Trust
Rhode Island
$834