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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$127K +$149K +865 New
QC
602
Quent Capital
New York
$108K +$8.64K +50 +7%
SAM
603
Smartleaf Asset Management
Massachusetts
$108K +$10.7K +62 +9%
PMFA
604
Plante Moran Financial Advisors
Michigan
$99K +$56.2K +325 +93%
HNB
605
Huntington National Bank
Ohio
$95.6K -$8.98K -52 -7%
WTC
606
WhitTier Trust Company
Nevada
$89.7K +$3.8K +22 +4%
UB
607
UMB Bank
Missouri
$88.6K +$691 +4 +0.7%
FHA
608
First Horizon Advisors
Tennessee
$83.8K -$10.4K -60 -10%
ANBT
609
American National Bank & Trust
Texas
$82.1K +$96.8K +560 New
LC
610
Lindbrook Capital
California
$81.1K +$5.88K +34 +7%
CIAM
611
Caitong International Asset Management
Hong Kong
$77.8K +$91.8K +531 New
DI
612
DAGCO Inc
Ohio
$73.3K +$86.4K +500 New
GWM
613
Geneos Wealth Management
Colorado
$72.3K +$74.6K +432 +708%
PFBT
614
Parkside Financial Bank & Trust
Missouri
$70.4K +$1.04K +6 +1%
CAM
615
Creekmur Asset Management
Illinois
$70.4K -$80.7K -467 -49%
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.1K +$52K +301 +177%
ACM
617
Aster Capital Management
United Arab Emirates
$67.7K -$870K -5,037 -93%
WBC
618
Westpac Banking Corp
Australia
$64.8K +$19K +110 +33%
HI
619
Harbour Investments
Wisconsin
$61.9K +$4.15K +24 +6%
SIC
620
Salem Investment Counselors
North Carolina
$60.8K – – –
BF
621
BOK Financial
Oklahoma
$59.8K – – –
OWA
622
Opal Wealth Advisors
New York
$59.5K +$70.2K +406 New
KFI
623
Key Financial Inc
Pennsylvania
$58.6K – – –
KHC
624
Koesten Hirschmann & Crabtree
Kansas
$58.2K – – –
GKIM
625
GW&K Investment Management
Massachusetts
$55K +$26.4K +153 +70%
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