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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
501
Allworth Financial
California
$449K +$1.68K +14 +0.3%
GWMR
502
GC Wealth Management RIA
Massachusetts
$442K +$16.7K +139 +4%
LSA
503
Leonteq Securities AG
Switzerland
$439K +$155K +1,292 +49%
MFG
504
Merit Financial Group
Georgia
$439K -$145K -1,212 -24%
HFS
505
Hantz Financial Services
Michigan
$436K +$226K +1,883 +93%
CCM
506
Coldstream Capital Management
Washington
$432K +$75K +625 +19%
CBT
507
CoreFirst Bank & Trust
Kansas
$428K – – –
KL
508
KWMG LLC
Kansas
$428K – – –
AP
509
Americana Partners
Texas
$425K +$1.44K +12 +0.3%
QCM
510
QRG Capital Management
Illinois
$424K +$55.2K +460 +14%
AWA
511
Arkadios Wealth Advisors
Georgia
$419K +$153K +1,279 +51%
GWM
512
Geneos Wealth Management
Colorado
$417K +$312K +2,600 +226%
CAM
513
Close Asset Management
United Kingdom
$415K – – –
AWM
514
Aries Wealth Management
Maine
$415K – – –
DC
515
Davenport & Co
Virginia
$405K -$193K -1,609 -31%
OAM
516
Oppenheimer Asset Management
New York
$404K +$42.7K +356 +11%
PCIA
517
Prime Capital Investment Advisors
Kansas
$403K +$44.7K +373 +11%
KA
518
Klingman & Associates
New York
$399K +$18.5K +154 +4%
TRCT
519
Tower Research Capital (TRC)
New York
$395K -$289K -2,411 -40%
CDDEC
520
Caisse Des Depots Et Consignations
France
$387K +$417K +3,476 New
EC
521
Elequin Capital
New York
$386K +$416K +3,465 New
WANY
522
Wealthspire Advisors (New York)
New York
$384K +$166K +1,382 +67%
IFG
523
Independent Financial Group
California
$370K +$95.3K +794 +31%
AO
524
Advisor OS
Illinois
$366K -$51.7K -431 -12%
MG
525
Mather Group
Illinois
$365K +$64.7K +539 +20%
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