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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
651
DV Equities
Illinois
$129K +$124K +796 New
QC
652
Quent Capital
New York
$128K +$10.1K +65 +9%
CH
653
Canton Hathaway
Rhode Island
$124K – – –
VCM
654
Versant Capital Management
Arizona
$121K +$3.12K +20 +3%
CSP
655
Cary Street Partners
Virginia
$119K -$37.4K -240 -25%
GI
656
GAMMA Investing
California
$119K +$9.19K +59 +9%
ANBT
657
American National Bank & Trust
Texas
$116K +$24.3K +156 +28%
HI
658
Harbour Investments
Wisconsin
$110K +$39.6K +254 +59%
WTC
659
WhitTier Trust Company
Nevada
$107K -$11.7K -75 -11%
RFP
660
Root Financial Partners
California
$104K +$15.1K +97 +18%
MCM
661
Manchester Capital Management
Vermont
$99.6K +$74.9K +481 +356%
GKIM
662
GW&K Investment Management
Massachusetts
$92K +$23.7K +152 +37%
PFBT
663
Parkside Financial Bank & Trust
Missouri
$91.7K -$7.95K -51 -8%
PMFA
664
Plante Moran Financial Advisors
Michigan
$88.4K – – –
BSB
665
Bangor Savings Bank
Maine
$87.9K +$84.7K +544 New
ETC
666
Exchange Traded Concepts
Oklahoma
$83.1K +$50.5K +324 +171%
IA
667
IFP Advisors
Florida
$82.6K -$250K -1,602 -76%
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$82.6K +$79.6K +511 New
DI
669
DAGCO Inc
Ohio
$80.8K – – –
AT
670
Avalon Trust
New Mexico
$80.7K -$13.9K -89 -15%
SAG
671
SageView Advisory Group
California
$73.5K +$70.9K +455 New
WBC
672
Westpac Banking Corp
Australia
$71.4K – – –
LSA
673
Leonteq Securities AG
Switzerland
$70.3K -$786K -5,043 -92%
QL
674
Quarry LP
New York
$69.5K +$43.6K +280 +187%
KFI
675
Key Financial Inc
Pennsylvania
$65.8K – – –
25 26
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