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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
Faithward Advisors
Pennsylvania
$283K -$19.7K -144 -6%
OAM
452
Oppenheimer Asset Management
New York
$283K -$262K -1,916 -47%
WT
453
Whittier Trust
California
$282K
EH
454
Equitable Holdings
New York
$281K +$288K +2,111 New
Group One Trading
455
Group One Trading
Illinois
$280K -$412K -3,016 -59%
BTWM
456
Baker Tilly Wealth Management
Wisconsin
$278K -$199K -1,456 -41%
JFG
457
Jefferies Financial Group
New York
$277K +$283K +2,076 New
PA
458
Procyon Advisors
Connecticut
$277K +$41.1K +301 +17%
BIM
459
Bridges Investment Management
Nebraska
$273K +$280K +2,051 New
WPP
460
Whalerock Point Partners
Rhode Island
$267K
PP
461
Prudential plc
United Kingdom
$266K
GSEP
462
Golden State Equity Partners
California
$265K +$272K +1,989 New
Vontobel Holding
463
Vontobel Holding
Switzerland
$262K -$51.6K -378 -16%
CI
464
Cigna Investments
Connecticut
$251K +$19.1K +140 +8%
BRWA
465
B. Riley Wealth Advisors
Florida
$248K -$228K -1,672 -47%
BSHC
466
Breed's Hill Capital
Massachusetts
$246K
BBW
467
Blue Barn Wealth
Utah
$246K +$23.8K +174 +10%
BFG
468
Bleakley Financial Group
New Jersey
$242K -$1.23K -9 -0.5%
SW
469
Simplicity Wealth
New Jersey
$242K -$1.23K -9 -0.5%
NW
470
NewEdge Wealth
Pennsylvania
$241K -$98.5K -721 -29%
MM
471
MQS Management
New York
$240K -$11.7K -86 -5%
CCM
472
Coldstream Capital Management
Washington
$239K +$6.96K +51 +3%
DWT
473
Dorsey & Whitney Trust
South Dakota
$238K
PA
474
Parallel Advisors
California
$236K +$9.97K +73 +4%
FG
475
Fiduciary Group
Georgia
$235K