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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
426
Close Asset Management
United Kingdom
$620K – – –
SA
427
Sage Advisors
Colorado
$617K +$473K +2,740 +186%
AWS
428
Atria Wealth Solutions
New York
$615K -$4.67K -27 -0.6%
BAM
429
Belpointe Asset Management
Nevada
$614K -$62K -359 -8%
Squarepoint
430
Squarepoint
New York
$607K – – –
CBT
431
CoreFirst Bank & Trust
Kansas
$600K – – –
EH
432
Equitable Holdings
New York
$598K +$276K +1,599 +64%
SG
433
StoneX Group
New York
$597K -$42.3K -245 -6%
DWM
434
Dakota Wealth Management
Florida
$590K +$35.9K +208 +5%
GCM
435
Graham Capital Management
Connecticut
$587K +$223K +1,288 +47%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$586K +$192K +1,114 +39%
TRCT
437
Tower Research Capital (TRC)
New York
$585K -$101K -582 -13%
IWC
438
Integrated Wealth Concepts
Massachusetts
$584K -$318K -1,839 -32%
VI
439
Vestcor Inc
New Brunswick, Canada
$579K +$145K +839 +27%
HCA
440
Harbor Capital Advisors
Illinois
$579K +$208K +1,203 +44%
AV
441
ASR Vermogensbeheer
Netherlands
$579K +$682K +3,947 New
IPW
442
Impact Partnership Wealth
Georgia
$567K +$167K +969 +33%
KL
443
KWMG LLC
Kansas
$563K – – –
PCS
444
Personal CFO Solutions
New Jersey
$561K -$21.9K -127 -3%
BCV
445
Banque Cantonale Vaudoise
Switzerland
$560K +$660K +3,822 New
AWM
446
Aries Wealth Management
Maine
$557K – – –
FTWA
447
Fifth Third Wealth Advisors
Ohio
$547K +$18.5K +107 +3%
FW
448
FullCircle Wealth
Texas
$541K +$220K +1,271 +56%
BC
449
Bayforest Capital
United Kingdom
$533K +$573K +3,318 +1,037%
PAG
450
Private Advisor Group
New Jersey
$533K -$64.3K -372 -9%