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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
501
Reliant Investment Partners
North Carolina
$412K – – –
OAM
502
Oxford Asset Management
United Kingdom
$409K +$462K +2,561 New
GC
503
Gilbert & Cook
Iowa
$408K +$18.4K +102 +4%
CCM
504
Cloud Capital Management
Washington
$407K +$902 +5 +0.2%
MLM
505
Mount Lucas Management
Pennsylvania
$405K -$32.5K -180 -7%
RG
506
Rathbones Group
United Kingdom
$402K – – –
FFO
507
Fiduciary Family Office
Florida
$401K -$124K -686 -21%
LFG
508
Larson Financial Group
Missouri
$399K +$1.62K +9 +0.4%
NYLIM
509
New York Life Investment Management
New York
$399K -$106K -588 -19%
QWP
510
Quotient Wealth Partners
Texas
$396K -$37.2K -206 -8%
AWA
511
Arkadios Wealth Advisors
Georgia
$394K +$444K +2,463 New
YCM
512
Yousif Capital Management
Michigan
$394K +$19.1K +106 +4%
SF
513
Summit Financial
New Jersey
$393K +$443K +2,456 New
OWP
514
Obermeyer Wealth Partners
Colorado
$392K +$8.84K +49 +2%
PA
515
Pinnacle Associates
New York
$389K -$9.92K -55 -2%
MGP
516
Metis Global Partners
California
$388K -$2.89K -16 -0.7%
AG
517
AlTi Global
New York
$386K +$180 +1 +0%
FCBT
518
First Citizens Bank & Trust
North Carolina
$383K -$186K -1,029 -30%
EC
519
EntryPoint Capital
New York
$382K +$431K +2,388 New
VAG
520
VisionPoint Advisory Group
Texas
$378K +$426K +2,363 New
AGM
521
Alpine Global Management
New York
$377K +$426K +2,359 New
NGA
522
Naples Global Advisors
Florida
$377K -$121K -672 -22%
FMN
523
Financial Management Network
California
$375K +$2.71K +15 +0.6%
WANY
524
Wealthspire Advisors (New York)
New York
$375K +$74.3K +412 +21%
FIA
525
Foundations Investment Advisors
Arizona
$372K +$420K +2,328 New
19 20
21
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