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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
601
Fortitude Advisory Group
Washington
$220K +$249K +1,378 New
IWA
602
Icon Wealth Advisors
Texas
$220K -$2.52K -14 -1%
OIA
603
OneDigital Investment Advisors
Kansas
$217K +$245K +1,357 New
YWS
604
Yarger Wealth Strategies
Ohio
$214K +$1.62K +9 +0.7%
PI
605
PFG Investments
New York
$213K -$26.7K -148 -10%
TWP
606
Tower Wealth Partners
Pennsylvania
$212K +$5.77K +32 +2%
O
607
Ossiam
France
$211K +$193K +1,070 +425%
CW
608
CreativeOne Wealth
Kansas
$210K -$30.3K -168 -11%
HPC
609
HM Payson & Co
Maine
$208K – – –
GWM
610
Gibbs Wealth Management
Georgia
$206K -$60.1K -333 -21%
AIM
611
AHL Investment Management
Florida
$203K – – –
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$197K +$7.21K +40 +3%
GRP
613
Global Retirement Partners
California
$196K +$124K +689 +128%
Nisa Investment Advisors
614
Nisa Investment Advisors
Missouri
$195K +$44K +244 +25%
NS
615
NBC Securities
Alabama
$183K -$6.49K -36 -3%
ZBNA
616
Zions Bancorporation, National Association
Utah
$181K +$204K +1,133 New
PR
617
Payden & Rygel
California
$176K – – –
SS
618
SBI Securities
Japan
$162K -$1.08K -6 -0.6%
PC
619
Promus Capital
Illinois
$161K – – –
CSP
620
Cary Street Partners
Virginia
$156K +$32.3K +179 +22%
EWP
621
Elevation Wealth Partners
California
$156K – – –
HNB
622
Huntington National Bank
Ohio
$153K +$56.8K +315 +49%
Loomis, Sayles & Company
623
Loomis, Sayles & Company
Massachusetts
$145K – – –
CLOS
624
Compagnie Lombard Odier SCmA
Switzerland
$145K +$6.13K +34 +4%
AUB
625
Atlantic Union Bankshares
Virginia
$140K +$158K +877 New