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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
451
Sulzberger Capital Advisors
Florida
$515K +$497K +2,910 New
EOJOAM
452
E. Ohman J:or Asset Management
Sweden
$513K +$495K +2,900 New
CFG
453
Certior Financial Group
Pennsylvania
$513K +$495K +2,900 New
IPW
454
Impact Partnership Wealth
Georgia
$513K +$494K +2,898 New
VAS
455
Vestmark Advisory Solutions
Massachusetts
$511K +$190K +1,112 +63%
CCA
456
Catalyst Capital Advisors
New York
$504K +$38.4K +225 +9%
BFA
457
Brown Financial Advisors
Ohio
$498K -$47.1K -276 -9%
FIM
458
Fernwood Investment Management
Massachusetts
$496K – – –
PPWP
459
Premier Path Wealth Partners
New Jersey
$496K +$10.9K +64 +2%
BTWM
460
Baker Tilly Wealth Management
Wisconsin
$489K +$44.2K +259 +10%
RIP
461
Reliant Investment Partners
North Carolina
$487K +$470K +2,753 New
RL
462
Retireful LLC
Michigan
$486K +$469K +2,747 New
HCA
463
Harbor Capital Advisors
Illinois
$486K +$11.9K +70 +3%
GCM
464
Graham Capital Management
Connecticut
$480K +$463K +2,714 New
BFA
465
Buttonwood Financial Advisors
Maryland
$480K – – –
TWM
466
Trueblood Wealth Management
Ohio
$479K -$6.14K -36 -1%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$476K -$11.9K -70 -3%
VWM
468
Venturi Wealth Management
Texas
$472K +$427K +2,502 +1,544%
PTC
469
Petrus Trust Company
Texas
$467K +$450K +2,637 New
MGP
470
Metis Global Partners
California
$457K +$35.1K +206 +9%
Lido Advisors
471
Lido Advisors
California
$451K -$34.5K -202 -7%
MYAM
472
Meiji Yasuda Asset Management
Japan
$448K – – –
EH
473
Equitable Holdings
New York
$440K +$24.1K +141 +6%
HWM
474
HB Wealth Management
Georgia
$436K +$149K +875 +55%
VFA
475
Voya Financial Advisors
Connecticut
$434K -$52K -305 -11%