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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
451
Crawford Investment Counsel
Georgia
$287K – – –
YCM
452
Yousif Capital Management
Michigan
$286K +$26.7K +209 +11%
P
453
&Partners
Tennessee
$286K – – –
WT
454
Whittier Trust
California
$281K +$215K +1,684 +393%
MGP
455
Metis Global Partners
California
$276K -$11.9K -93 -4%
IC
456
IEQ Capital
California
$272K -$3.83K -30 -1%
WPP
457
Whalerock Point Partners
Rhode Island
$266K – – –
PP
458
Prudential plc
United Kingdom
$266K -$766K -5,993 -75%
MG
459
Mather Group
Illinois
$255K +$255 +2 +0.1%
MM
460
MQS Management
New York
$251K +$241K +1,885 New
HFM
461
Harvest Fund Management
China
$249K +$231K +1,806 +2,822%
CRC
462
Curi RMB Capital
Illinois
$247K -$35.3K -276 -13%
BSHC
463
Breed's Hill Capital
Massachusetts
$246K – – –
ETC
464
Exchange Traded Concepts
Oklahoma
$244K +$235K +1,838 New
BFG
465
Bleakley Financial Group
New Jersey
$242K -$8.3K -65 -3%
SW
466
Simplicity Wealth
New Jersey
$242K +$233K +1,823 New
FCBT
467
First Citizens Bank & Trust
North Carolina
$241K +$231K +1,811 New
XWM
468
Xcel Wealth Management
Florida
$239K – – –
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$238K +$92.1K +721 +62%
DWT
470
Dorsey & Whitney Trust
South Dakota
$237K -$7.92K -62 -3%
WANY
471
Wealthspire Advisors (New York)
New York
$237K +$228K +1,783 New
SIG
472
Stonegate Investment Group
Alabama
$236K -$23.9K -187 -10%
PA
473
Procyon Advisors
Connecticut
$236K -$511 -4 -0.2%
FG
474
Fiduciary Group
Georgia
$235K +$3.58K +28 +2%
BFA
475
Beaumont Financial Advisors
Massachusetts
$233K – – –
17 18
19
20 21