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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PS
426
Principal Securities
Iowa
$640K -$274K -1,607 -31%
UM
427
UniSuper Management
Australia
$637K -$102K -600 -14%
DC
428
Davenport & Co
Virginia
$635K +$141K +827 +30%
PFG
429
PAX Financial Group
Texas
$628K -$73.4K -430 -11%
MA
430
MJP Associates
Connecticut
$621K +$107K +629 +22%
CF
431
Corebridge Financial
Texas
$604K -$17.6K -103 -3%
WFC
432
Western Financial Corp
California
$596K +$575K +3,368 New
SSW
433
Stone Summit Wealth
Florida
$593K – – –
Baird Financial Group
434
Baird Financial Group
Wisconsin
$584K +$24.4K +143 +5%
Walleye Trading
435
Walleye Trading
New York
$572K +$551K +3,232 New
QWP
436
Quotient Wealth Partners
Texas
$568K -$12.8K -75 -2%
AP
437
Americana Partners
Texas
$567K -$171 -1 -0%
JIC
438
Joel Isaacson & Co
New York
$554K +$534K +3,131 New
VI
439
Vestcor Inc
New Brunswick, Canada
$550K -$125K -734 -19%
AAIS
440
ABN AMRO Investment Solutions
$550K +$74.6K +437 +16%
NGA
441
Naples Global Advisors
Florida
$550K – – –
AC
442
Avestar Capital
New York
$550K +$530K +3,105 New
LWL
443
Leo Wealth LLC
Texas
$532K +$2.22K +13 +0.4%
CAAS
444
Capital Asset Advisory Services
Michigan
$531K -$97.4K -571 -16%
SFA
445
Sequoia Financial Advisors
Ohio
$529K +$72.5K +425 +17%
BIM
446
Bridges Investment Management
Nebraska
$526K +$124K +728 +32%
CFG
447
Copley Financial Group
California
$525K -$27.3K -160 -5%
ZF
448
Zhang Financial
Michigan
$524K +$505K +2,961 New
WI
449
WBI Investments
New Jersey
$523K +$504K +2,952 New
AWM
450
Axxcess Wealth Management
California
$519K -$97.4K -571 -16%