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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
401
KB Financial Partners
New Jersey
$16K -$173 -2 -1%
LC
402
Lindbrook Capital
California
$15.6K -$778 -9 -5%
WOC
403
West Oak Capital
California
$14.5K – – –
WTG
404
West Tower Group
Virginia
$13.7K +$12.3K +142 New
HNB
405
Huntington National Bank
Ohio
$11.5K -$341K -3,940 -97%
SIS
406
Sound Income Strategies
Florida
$11.3K – – –
GFPC
407
Global Financial Private Client
Florida
$11.1K – – –
LSA
408
Leonteq Securities AG
Switzerland
$11K -$8.82K -102 -47%
AF
409
Allworth Financial
California
$10.8K +$1.12K +13 +13%
WIM
410
Westside Investment Management
California
$9.63K -$28.1K -325 -76%
HF
411
Halpern Financial
Virginia
$8.96K +$8.04K +93 New
AA
412
Ancora Advisors
Ohio
$7.8K -$259 -3 -4%
GWS
413
Glassman Wealth Services
Virginia
$7.32K – – –
TSWM
414
Tyler-Stone Wealth Management
Ohio
$7K +$6.48K +75 New
FRA
415
Front Row Advisors
California
$6K -$86 -1 -2%
EBA
416
Eagle Bay Advisors
New York
$5.49K +$951 +11 +24%
POIA
417
Pin Oak Investment Advisors
Texas
$5K +$4.32K +50 New
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$4.53K – – –
JWA
419
JFS Wealth Advisors
Pennsylvania
$4.43K -$86 -1 -2%
BIA
420
Bell Investment Advisors
California
$4.34K +$1.04K +12 +36%
QCG
421
Quadrant Capital Group
Ohio
$4.24K – – –
CAL
422
Capital Advisors Ltd
Ohio
$4K – – –
CWP
423
Concord Wealth Partners
Virginia
$3.37K +$3.02K +35 New
PTC
424
Private Trust Company
Ohio
$2.02K – – –
BBHC
425
Brown Brothers Harriman & Co
New York
$1.73K -$1.9K -22 -55%
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