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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
476
Vontobel Holding
Switzerland
$434K +$25.1K +147 +6%
GC
477
Gilbert & Cook
Iowa
$426K +$50.8K +298 +14%
YCM
478
Yousif Capital Management
Michigan
$416K +$11.1K +65 +3%
FW
479
FullCircle Wealth
Texas
$416K +$385K +2,258 New
OF
480
Optimize Financial
California
$414K +$399K +2,336 New
AWA
481
Arete Wealth Advisors
Illinois
$412K +$5.8K +34 +1%
MG
482
Mather Group
Illinois
$408K +$18.8K +110 +5%
FHB
483
First Hawaiian Bank
Hawaii
$403K -$6.14K -36 -2%
WANY
484
Wealthspire Advisors (New York)
New York
$396K +$101K +590 +36%
AWM
485
Avitas Wealth Management
California
$394K -$10.4K -61 -3%
SG
486
Sienna Gestion
France
$392K – – –
FC
487
Fulcrum Capital
Washington
$389K – – –
S
488
SignatureFD
Georgia
$386K +$29K +170 +8%
EWA
489
EverSource Wealth Advisors
Alabama
$384K +$11.9K +70 +3%
HIA
490
Harbor Investment Advisory
Maryland
$380K – – –
EC
491
EntryPoint Capital
New York
$380K +$366K +2,144 New
CCM
492
Coldstream Capital Management
Washington
$372K -$23.5K -138 -6%
SOS
493
Silver Oak Securities
Tennessee
$365K +$348K +2,041 New
MC
494
Marest Capital
California
$365K +$71.5K +419 +25%
LFG
495
Larson Financial Group
Missouri
$362K +$1.36K +8 +0.4%
TPA
496
Trivium Point Advisory
Connecticut
$362K -$104K -609 -23%
SFI
497
Siemens Fonds Invest
Germany
$360K – – –
WT
498
Whittier Trust
California
$355K -$44.4K -260 -11%
BFG
499
Bleakley Financial Group
New Jersey
$354K +$6.31K +37 +2%
WPP
500
Whalerock Point Partners
Rhode Island
$354K – – –