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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
NG
401
Norden Group
Utah
$444K -$51.1K -374 -10%
AAS
402
Avantax Advisory Services
Texas
$439K +$25K +183 +6%
LCM
403
Laurion Capital Management
New York
$439K -$544K -3,980 -55%
BFM
404
Boothbay Fund Management
New York
$433K -$5.87M -42,954 -93%
MA
405
Mutual Advisors
Nebraska
$430K +$98.6K +722 +32%
KPWS
406
Kestra Private Wealth Services
Texas
$426K -$195K -1,430 -31%
NGA
407
Naples Global Advisors
Florida
$420K
Baird Financial Group
408
Baird Financial Group
Wisconsin
$419K +$51.1K +374 +14%
FTWA
409
Fifth Third Wealth Advisors
Ohio
$407K +$191K +1,398 +84%
PCM
410
Prelude Capital Management
New York
$402K -$878K -6,426 -68%
TPA
411
Trivium Point Advisory
Connecticut
$400K -$5.87K -43 -1%
LWL
412
Leo Wealth LLC
Texas
$396K +$273 +2 +0.1%
AWA
413
Arete Wealth Advisors
Illinois
$394K +$402K +2,941 New
VFA
414
Voya Financial Advisors
Connecticut
$391K -$46.4K -340 -11%
PPWP
415
Premier Path Wealth Partners
New Jersey
$383K +$54.6K +400 +16%
BFA
416
Buttonwood Financial Advisors
Maryland
$376K -$91.5K -670 -19%
KWA
417
Kingswood Wealth Advisors
California
$376K -$242K -1,772 -39%
FIM
418
Fernwood Investment Management
Massachusetts
$373K
TWM
419
Trueblood Wealth Management
Ohio
$370K +$6.96K +51 +2%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$363K +$372K +2,726 New
FHB
421
First Hawaiian Bank
Hawaii
$358K -$20.6K -151 -5%
HCA
422
Harbor Capital Advisors
Illinois
$354K -$273 -2 -0.1%
Bessemer Group
423
Bessemer Group
New Jersey
$352K +$54.4K +398 +18%
DFCM
424
Dark Forest Capital Management
Puerto Rico
$342K +$350K +2,565 New
RIM
425
Rakuten Investment Management
Japan
$337K +$141K +1,036 +72%