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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
451
Zhang Financial
Michigan
$612K -$240K -1,518 -30%
PAG
452
Private Advisor Group
New Jersey
$604K -$23.2K -147 -4%
PFG
453
PAX Financial Group
Texas
$603K -$153K -969 -22%
AAIS
454
ABN AMRO Investment Solutions
$596K +$22.9K +145 +4%
FCBT
455
First Citizens Bank & Trust
North Carolina
$594K -$131K -826 -19%
SAM
456
Shell Asset Management
Netherlands
$585K -$451K -2,853 -46%
FTWA
457
Fifth Third Wealth Advisors
Ohio
$576K -$64.2K -406 -11%
Robeco Institutional Asset Management
458
Robeco Institutional Asset Management
Netherlands
$571K -$198K -1,253 -28%
MA
459
MJP Associates
Connecticut
$570K -$14.7K -93 -3%
SSW
460
Stone Summit Wealth
Florida
$567K -$3.95K -25 -0.8%
VAS
461
Vestmark Advisory Solutions
Massachusetts
$559K -$122K -773 -19%
BIM
462
Bridges Investment Management
Nebraska
$559K +$5.54K +35 +1%
FFO
463
Fiduciary Family Office
Florida
$553K
PPWP
464
Premier Path Wealth Partners
New Jersey
$549K +$7.75K +49 +2%
CIBC World Market
465
CIBC World Market
Ontario, Canada
$547K -$745K -4,714 -60%
BMCM
466
Bryn Mawr Capital Management
Pennsylvania
$541K +$1.26K +8 +0.3%
NYLIM
467
New York Life Investment Management
New York
$534K +$9.33K +59 +2%
FB
468
Fulton Bank
Pennsylvania
$531K -$23.1K -146 -5%
JSAM
469
J. Safra Asset Management
New York
$530K +$49.8K +315 +11%
NGA
470
Naples Global Advisors
Florida
$525K
Hudson Bay Capital Management
471
Hudson Bay Capital Management
Connecticut
$525K +$479K +3,030 New
KA
472
Klingman & Associates
New York
$524K +$62K +392 +15%
WIA
473
World Investment Advisors
California
$521K +$195K +1,232 +69%
CWM
474
Congress Wealth Management
Massachusetts
$512K +$24.5K +155 +6%
S
475
SignatureFD
Georgia
$511K +$68.5K +433 +17%