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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Pinnacle Associates
New York
$438K +$174K +1,007 +51%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$432K +$44.6K +258 +10%
CFG
478
Certior Financial Group
Pennsylvania
$428K +$3.63K +21 +0.7%
RRA
479
Round Rock Advisors
Connecticut
$421K +$271K +1,566 +120%
CFG
480
Copley Financial Group
California
$419K -$19.4K -112 -4%
CCA
481
Catalyst Capital Advisors
New York
$416K -$1.9K -11 -0.4%
BIG
482
Brookwood Investment Group
Arizona
$415K +$489K +2,831 New
CWM
483
Congress Wealth Management
Massachusetts
$411K +$484K +2,801 New
BTWM
484
Baker Tilly Wealth Management
Wisconsin
$409K +$4.49K +26 +0.9%
SCP
485
Stamos Capital Partners
California
$407K +$479K +2,774 New
JSAM
486
J. Safra Asset Management
New York
$403K +$190K +1,102 +67%
CA
487
Clearstead Advisors
Ohio
$397K +$252K +1,459 +117%
AP
488
Americana Partners
Texas
$397K -$86.2K -499 -16%
RIP
489
Reliant Investment Partners
North Carolina
$396K -$8.64K -50 -2%
VWM
490
Venturi Wealth Management
Texas
$396K +$6.22K +36 +1%
QWP
491
Quotient Wealth Partners
Texas
$390K -$94.7K -548 -17%
TWM
492
Trueblood Wealth Management
Ohio
$387K -$11.8K -68 -3%
KA
493
Klingman & Associates
New York
$386K -$423K -2,450 -48%
IC
494
IEQ Capital
California
$380K +$448K +2,594 New
MAS
495
Meeder Advisory Services
Ohio
$378K +$140K +809 +46%
STA
496
Summit Trail Advisors
New York
$377K +$224K +1,297 +102%
WANY
497
Wealthspire Advisors (New York)
New York
$376K +$57.2K +331 +15%
CCM
498
Cloud Capital Management
Washington
$372K +$439K +2,540 New
MYAM
499
Meiji Yasuda Asset Management
Japan
$371K
S
500
SignatureFD
Georgia
$369K +$58.4K +338 +15%