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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
TVM
501
True Vision MN
Minnesota
$435K +$19.8K +125 +5%
PA
502
Pinnacle Associates
New York
$431K -$79.2K -501 -17%
LFG
503
Larson Financial Group
Missouri
$431K +$50.1K +317 +15%
GC
504
Gilbert & Cook
Iowa
$424K +$1.26K +8 +0.3%
MGP
505
Metis Global Partners
California
$423K -$144K -913 -27%
RRAM
506
River Road Asset Management
Kentucky
$421K -$13.1K -83 -4%
AG
507
AlTi Global
New York
$418K +$382K +2,416 New
OWP
508
Obermeyer Wealth Partners
Colorado
$416K +$380K +2,404 New
AP
509
Americana Partners
Texas
$410K -$53.5K -338 -12%
YCM
510
Yousif Capital Management
Michigan
$408K -$6.48K -41 -2%
ALAM
511
Asahi Life Asset Management
Japan
$395K +$361K +2,280 New
WT
512
Whittier Trust
California
$394K +$42.5K +269 +13%
QCG
513
Quadrant Capital Group
Ohio
$391K +$299K +1,890 +518%
BFA
514
Buttonwood Financial Advisors
Maryland
$384K -$9.49K -60 -3%
HIA
515
Harbor Investment Advisory
Maryland
$373K +$316 +2 +0.1%
Focus Partners Wealth
516
Focus Partners Wealth
Massachusetts
$373K +$40K +253 +13%
FT
517
Fiduciary Trust
Massachusetts
$372K -$8.06K -51 -2%
STA
518
Summit Trail Advisors
New York
$370K -$68.2K -431 -17%
EWA
519
EverSource Wealth Advisors
Alabama
$369K -$5.85K -37 -2%
CCM
520
Coldstream Capital Management
Washington
$364K -$31K -196 -9%
TSS
521
Two Sigma Securities
New York
$362K +$331K +2,092 New
MG
522
Mather Group
Illinois
$361K -$27K -171 -8%
NAS
523
Nicolet Advisory Services
Wisconsin
$361K +$312K +1,976 New
ECM
524
Evergreen Capital Management
Washington
$359K +$327K +2,071 New
HAG
525
HighPoint Advisor Group
Illinois
$359K +$56.5K +357 +21%