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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
OA
401
Oxbow Advisors
Texas
$262K +$239K +2,200 New
MGP
402
Metis Global Partners
California
$258K -$45.8K -422 -16%
CIC
403
Crawford Investment Counsel
Georgia
$257K +$8.36K +77 +4%
P
404
&Partners
Tennessee
$256K
MG
405
Mather Group
Illinois
$255K -$4.34K -40 -2%
CRC
406
Curi RMB Capital
Illinois
$253K -$3.26K -30 -1%
IC
407
IEQ Capital
California
$247K +$225K +2,074 New
N
408
Natixis
France
$244K +$222K +2,049 New
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$241K +$15K +138 +7%
IWC
410
Integrated Wealth Concepts
Massachusetts
$241K -$869 -8 -0.4%
WPP
411
Whalerock Point Partners
Rhode Island
$238K
OFG
412
Oxford Financial Group
Indiana
$238K +$217K +2,000 New
BBW
413
Blue Barn Wealth
Utah
$236K +$216K +1,988 New
SIG
414
Stonegate Investment Group
Alabama
$234K +$213K +1,965 New
Aberdeen Group
415
Aberdeen Group
United Kingdom
$231K +$211K +1,946 New
YCM
416
Yousif Capital Management
Michigan
$231K +$211K +1,943 New
SIA
417
Schechter Investment Advisors
Michigan
$230K -$58.2K -536 -22%
IAS
418
Insigneo Advisory Services
Florida
$227K -$9.34K -86 -4%
BRWA
419
B. Riley Wealth Advisors
Florida
$226K -$178K -1,639 -46%
BFG
420
Bleakley Financial Group
New Jersey
$225K +$205K +1,888 New
SS
421
Simplicity Solutions
Minnesota
$225K +$205K +1,888 New
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$223K +$23K +212 +13%
EFG
423
Embree Financial Group
Illinois
$223K +$203K +1,874 New
ACM
424
Advisors Capital Management
New Jersey
$222K +$202K +1,864 New
EWA
425
EverSource Wealth Advisors
Alabama
$220K