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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
Prudential plc
United Kingdom
$354K – – –
PA
502
Pinnacle Associates
New York
$351K +$338K +1,982 New
FWM
503
FFT Wealth Management
Pennsylvania
$349K +$336K +1,972 New
WLPWM
504
Walled Lake Planning & Wealth Management
Illinois
$346K +$84.6K +496 +34%
FT
505
Fiduciary Trust
Massachusetts
$341K +$329K +1,929 New
CI
506
Cigna Investments
Connecticut
$334K – – –
WS
507
Wedbush Securities
California
$333K -$97.6K -572 -23%
WI
508
WrapManager Inc
California
$331K +$20.1K +118 +7%
BBW
509
Blue Barn Wealth
Utah
$329K +$3.75K +22 +1%
PI
510
PineBridge Investments
New York
$328K +$316K +1,851 New
BSHC
511
Breed's Hill Capital
Massachusetts
$328K +$171 +1 +0.1%
PA
512
Parallel Advisors
California
$324K +$5.63K +33 +2%
MAS
513
Meeder Advisory Services
Ohio
$314K +$302K +1,772 New
FG
514
Fiduciary Group
Georgia
$314K +$1.19K +7 +0.4%
Teacher Retirement System of Texas
515
Teacher Retirement System of Texas
Texas
$312K +$301K +1,763 New
BFA
516
Beaumont Financial Advisors
Massachusetts
$311K – – –
DWT
517
Dorsey & Whitney Trust
South Dakota
$309K – – –
NAS
518
Nicolet Advisory Services
Wisconsin
$309K +$35.7K +209 +13%
NCFG
519
New Century Financial Group
New Jersey
$306K +$16.6K +97 +6%
WIA
520
World Investment Advisors
California
$305K +$294K +1,723 New
ET
521
Equitable Trust
Tennessee
$304K – – –
IAN
522
Integrated Advisors Network
Texas
$300K +$26.8K +157 +10%
JSAM
523
J. Safra Asset Management
New York
$295K +$124K +727 +79%
Focus Partners Wealth
524
Focus Partners Wealth
Massachusetts
$292K +$282K +1,650 New
AFG
525
Albion Financial Group
Utah
$292K – – –