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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
GS
401
GTS Securities
Florida
$507K +$472K +3,253 New
PA
402
Procyon Advisors
Connecticut
$507K +$171K +1,177 +57%
AP
403
Americana Partners
Texas
$499K +$231K +1,592 +99%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$492K +$1.74K +12 +0.4%
RB
405
Renasant Bank
Mississippi
$490K -$216K -1,490 -32%
Two Sigma Investments
406
Two Sigma Investments
New York
$489K +$205K +1,414 +82%
CFG
407
Copley Financial Group
California
$487K +$454K +3,127 New
NGA
408
Naples Global Advisors
Florida
$484K -$7.25K -50 -2%
BFA
409
Brown Financial Advisors
Ohio
$481K -$304K -2,098 -40%
MS
410
Maven Securities
Jersey
$468K +$435K +3,000 New
LWL
411
Leo Wealth LLC
Texas
$467K +$3.19K +22 +0.7%
Verition Fund Management
412
Verition Fund Management
Connecticut
$460K +$428K +2,953 New
KWA
413
Kingswood Wealth Advisors
California
$454K +$13.9K +96 +3%
MA
414
MJP Associates
Connecticut
$448K +$417K +2,877 New
TPA
415
Trivium Point Advisory
Connecticut
$445K -$49.9K -344 -11%
FIM
416
Fernwood Investment Management
Massachusetts
$436K
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$430K +$36.7K +253 +10%
DC
418
Davenport & Co
Virginia
$430K +$91.3K +629 +30%
VFA
419
Voya Financial Advisors
Connecticut
$429K -$21K -145 -5%
Lido Advisors
420
Lido Advisors
California
$428K +$44.8K +309 +13%
TWM
421
Trueblood Wealth Management
Ohio
$427K -$5.37K -37 -1%
Assenagon Asset Management
422
Assenagon Asset Management
Luxembourg
$426K -$10.9M -75,390 -96%
PPWP
423
Premier Path Wealth Partners
New Jersey
$426K -$20.2K -139 -5%
BFA
424
Buttonwood Financial Advisors
Maryland
$423K -$16.1K -111 -4%
FTDI
425
First Trust Direct Indexing
Massachusetts
$418K +$149K +1,027 +62%