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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
551
Laird Norton Wetherby Trust Company
Washington
$355K +$342K +2,197 New
NGA
552
Naples Global Advisors
Florida
$354K -$26.5K -170 -7%
Focus Partners Wealth
553
Focus Partners Wealth
Massachusetts
$352K +$339K +2,175 New
PA
554
Profund Advisors
Maryland
$346K +$334K +2,143 New
IFG
555
Independent Financial Group
California
$345K -$176K -1,132 -35%
FMN
556
Financial Management Network
California
$345K -$67K -430 -17%
CAAS
557
Capital Asset Advisory Services
Michigan
$345K -$18.7K -120 -6%
SCA
558
Snowden Capital Advisors
New York
$344K +$5.76K +37 +2%
NRG
559
Nemes Rush Group
Michigan
$344K +$54.2K +348 +20%
Robeco Institutional Asset Management
560
Robeco Institutional Asset Management
Netherlands
$338K -$114K -731 -26%
SAM
561
Sagewood Asset Management
New York
$337K +$325K +2,086 New
HAG
562
HighPoint Advisor Group
Illinois
$337K +$3.58K +23 +1%
EWA
563
EverSource Wealth Advisors
Alabama
$336K -$10.3K -66 -3%
IWM
564
Iams Wealth Management
Nebraska
$335K +$88.6K +569 +38%
WLPWM
565
Walled Lake Planning & Wealth Management
Illinois
$334K +$1.71K +11 +0.5%
AAS
566
Ameritas Advisory Services
Nebraska
$334K +$322K +2,064 New
MG
567
Mather Group
Illinois
$330K -$10.6K -68 -3%
FC
568
Fulcrum Capital
Washington
$329K
WS
569
Wedbush Securities
California
$328K +$12.6K +81 +4%
WPP
570
Whalerock Point Partners
Rhode Island
$323K
QIM
571
Quantitative Investment Management
Virginia
$323K +$312K +2,003 New
CWA
572
Cura Wealth Advisors
Illinois
$321K +$310K +1,989 New
MWM
573
Maridea Wealth Management
New York
$316K +$305K +1,957 New
FFO
574
Fiduciary Family Office
Florida
$316K -$85.5K -549 -22%
NAS
575
Nicolet Advisory Services
Wisconsin
$308K -$11.8K -76 -4%