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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
601
Hibernia Wealth Partners
Louisiana
$205K +$6.63K +50 +3%
AIP
602
Ameritas Investment Partners
Nebraska
$204K – – –
BCI
603
Brinker Capital Investments
Pennsylvania
$204K -$2.74M -20,665 -92%
TI
604
TrueMark Investments
Illinois
$203K -$152K -1,143 -38%
AG
605
AlTi Global
New York
$200K -$74.6K -562 -23%
VR
606
Vision Retirement
New Jersey
$193K +$45.4K +342 +24%
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$186K +$32.5K +245 +17%
CPCPP
608
Canada Post Corporation Pension Plan
Canada
$185K -$438K -3,300 -66%
UBP
609
Union Bancaire Privee
Switzerland
$180K +$225K +1,697 New
AFG
610
Albion Financial Group
Utah
$180K – – –
BAMF
611
BI Asset Management Fondsmaeglerselskab
Denmark
$171K -$5.64M -42,508 -96%
SS
612
Sunbelt Securities
Texas
$167K +$200K +1,506 +5,379%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$159K -$9.42K -71 -5%
LS
614
Livforsakringsbolaget Skandia
Sweden
$154K – – –
AUB
615
Atlantic Union Bankshares
Virginia
$144K -$13.4K -101 -7%
HPC
616
HM Payson & Co
Maine
$142K -$1.73K -13 -1%
DWP
617
Destiny Wealth Partners
Florida
$135K +$164K +1,237 New
TWC
618
TD Waterhouse Canada
Ontario, Canada
$133K +$154K +1,158 +1,170%
NS
619
NBC Securities
Alabama
$126K +$133 +1 +0.1%
GWM
620
Geneos Wealth Management
Colorado
$125K +$153K +1,150 New
IPS
621
Investors Portfolio Services
Washington
$116K +$17.5K +132 +14%
SWA
622
SOA Wealth Advisors
New York
$110K +$134K +1,013 New
SAM
623
Smartleaf Asset Management
Massachusetts
$110K -$90.9K -685 -40%
OA
624
Operose Advisors
Wisconsin
$109K +$133K +1,000 New
SS
625
SBI Securities
Japan
$95.8K -$15.4K -116 -12%
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