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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
476
Beaumont Financial Advisors
Massachusetts
$233K – – –
Lido Advisors
477
Lido Advisors
California
$232K -$255 -2 -0.1%
GM
478
GeoWealth Management
Illinois
$232K +$223K +1,745 New
CI
479
Cigna Investments
Connecticut
$232K +$128 +1 +0.1%
CCM
480
Coldstream Capital Management
Washington
$232K -$6.51K -51 -3%
OAM
481
Oxford Asset Management
United Kingdom
$228K +$219K +1,714 New
PA
482
Parallel Advisors
California
$225K +$15.2K +119 +8%
EWA
483
EverSource Wealth Advisors
Alabama
$223K -$22.7K -178 -10%
BBW
484
Blue Barn Wealth
Utah
$222K -$40.4K -316 -16%
FTWA
485
Fifth Third Wealth Advisors
Ohio
$221K +$212K +1,659 New
QCM
486
QRG Capital Management
Illinois
$217K -$25.7K -201 -11%
XT
487
XTX Topco
Cayman Islands
$217K +$208K +1,631 New
SP
488
Symmetry Partners
Connecticut
$214K +$205K +1,608 New
BPA
489
Beacon Pointe Advisors
California
$202K +$194K +1,520 New
AP
490
Americana Partners
Texas
$200K +$192K +1,505 New
TSMHT
491
Thurston Springer Miller Herd & Titak
Indiana
$199K +$192K +1,500 New
RIM
492
Rakuten Investment Management
Japan
$192K +$170K +1,328 +1,135%
OAM
493
Ostrum Asset Management
France
$181K – – –
PWMA
494
Pension & Wealth Management Advisors
Massachusetts
$176K – – –
EWP
495
Elevation Wealth Partners
California
$170K +$39.2K +307 +32%
WPA
496
West Paces Advisors
Georgia
$159K – – –
S
497
SignatureFD
Georgia
$154K +$5.49K +43 +4%
VWM
498
Venturi Wealth Management
Texas
$152K -$4.85K -38 -3%
Nisa Investment Advisors
499
Nisa Investment Advisors
Missouri
$149K -$1.43M -11,168 -91%
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K +$135K +1,054 New