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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
451
Caitong International Asset Management
Hong Kong
$534K +$650K +4,897 New
PWG
452
Portside Wealth Group
Utah
$534K -$109K -821 -14%
TP
453
TritonPoint Partners
Maryland
$533K -$17.9K -135 -3%
AWA
454
Argos Wealth Advisors
California
$529K +$51.9K +391 +9%
GCA
455
Genesee Capital Advisors
New York
$528K +$1.86K +14 +0.3%
EGA
456
Eagle Global Advisors
Texas
$526K +$43.1K +325 +7%
HT
457
Headlands Technologies
Illinois
$526K +$640K +4,824 New
JRPIM
458
Journey Retirement Planning & Investment Management
Idaho
$526K -$1.38M -10,396 -68%
WP
459
Woodline Partners
California
$521K -$28.6M -215,372 -98%
TE
460
Tema ETFs
New York
$514K +$58.2K +439 +10%
WA
461
Waverly Advisors
Alabama
$514K +$625K +4,710 New
PWMA
462
Pension & Wealth Management Advisors
Massachusetts
$504K +$396K +2,984 +182%
AWM
463
Atticus Wealth Management
Florida
$504K +$17K +128 +3%
KeyBank National Association
464
KeyBank National Association
Ohio
$500K +$133 +1 +0%
BFM
465
Boothbay Fund Management
New York
$497K +$394K +2,968 +187%
SWM
466
Spire Wealth Management
Virginia
$495K -$39.1K -295 -6%
JIC
467
Joel Isaacson & Co
New York
$494K +$6.77K +51 +1%
Nisa Investment Advisors
468
Nisa Investment Advisors
Missouri
$490K -$4.25K -32 -0.7%
Vontobel Holding
469
Vontobel Holding
Switzerland
$487K -$169K -1,275 -22%
GCM
470
Greenland Capital Management
New York
$485K -$531K -4,000 -47%
BAM
471
Belpointe Asset Management
Nevada
$480K -$31.8K -240 -5%
BIAS
472
Beacon Investment Advisory Services
New Jersey
$477K
WA
473
Wealth Alliance
New York
$470K -$65.8K -496 -10%
GT
474
Glenmede Trust
Pennsylvania
$462K +$326K +2,456 +138%
WFC
475
Western Financial Corp
California
$458K -$349K -2,631 -39%