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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
UIM
476
USS Investment Management
United Kingdom
$521K -$2.12M -17,665 -79%
AWE
477
Avidian Wealth Enterprises
Texas
$518K +$135K +1,124 +32%
TE
478
Tema ETFs
New York
$518K -$6.96K -58 -1%
DWT
479
Dorsey & Whitney Trust
South Dakota
$512K +$61.8K +515 +13%
Vontobel Holding
480
Vontobel Holding
Switzerland
$510K +$14.8K +123 +3%
JIC
481
Joel Isaacson & Co
New York
$510K +$5.64K +47 +1%
BPA
482
Beacon Pointe Advisors
California
$509K -$300K -2,503 -35%
Simplex Trading
483
Simplex Trading
Illinois
$509K +$548K +4,571 New
Focus Partners Wealth
484
Focus Partners Wealth
Massachusetts
$508K +$252K +2,101 +85%
AGWCA
485
Annis Gardner Whiting Capital Advisors
Florida
$505K +$101K +840 +23%
TPCW
486
TD Private Client Wealth
New York
$502K -$66.7K -556 -11%
TP
487
TritonPoint Partners
Maryland
$499K -$48.2K -402 -8%
MCM
488
MAI Capital Management
Ohio
$499K +$156K +1,298 +41%
QCG
489
Quadrant Capital Group
Ohio
$497K +$495K +4,123 +1,192%
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$489K -$62.9K -524 -11%
BIAS
491
Beacon Investment Advisory Services
New Jersey
$487K
AW
492
Alteri Wealth
California
$482K +$519K +4,327 New
BAM
493
Belpointe Asset Management
Nevada
$479K -$10.8K -90 -2%
IIM
494
INTECH Investment Management
Florida
$465K -$240K -2,000 -32%
PFS
495
Prospera Financial Services
Texas
$464K -$622K -5,181 -55%
NG
496
Norden Group
Utah
$462K +$38.5K +321 +8%
SB
497
SIG Brokerage
New York
$454K +$489K +4,080 New
AWM
498
Atticus Wealth Management
Florida
$453K -$65.9K -549 -12%
Optiver Holding
499
Optiver Holding
Netherlands
$452K +$487K +4,060 New
AF
500
Allworth Financial
California
$449K +$1.68K +14 +0.3%