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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
876
Cary Street Partners
Virginia
-$80.2K -735 Closed
Bank Julius Baer & Co
877
Bank Julius Baer & Co
Switzerland
-$73.1K -670 Closed
CPA
878
Cardiff Park Advisors
California
-$71.1K -652 Closed
DI
879
DAGCO Inc
Ohio
-$54.5K -500 Closed
AEPWM
880
Atlantic Edge Private Wealth Management
Florida
-$43.6K -400 Closed
Loomis, Sayles & Company
881
Loomis, Sayles & Company
Massachusetts
-$43.1K -395 Closed
OWA
882
Opal Wealth Advisors
New York
-$40K -367 Closed
TPWA
883
Twin Peaks Wealth Advisors
California
-$35.2K -323 Closed
RFP
884
Root Financial Partners
California
-$30.5K -279 Closed
Twin Tree Management
885
Twin Tree Management
Texas
-$33.1K -276 Closed
Vanguard National Trust
886
Vanguard National Trust
Pennsylvania
-$23.9K -219 Closed
BL
887
BFSG LLC
California
-$19.3K -177 Closed
SWP
888
Strategic Wealth Partners
Ohio
-$15.9K -146 Closed
QL
889
Quarry LP
New York
-$10.7K -98 Closed
HWA
890
HHM Wealth Advisors
Tennessee
-$10.3K -94 Closed
TGY2IT
891
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$7.86K -72 Closed
VNIM
892
Vaughan Nelson Investment Management
Texas
-$6.55K -60 Closed
VWA
893
Valued Wealth Advisors
Utah
-$4.91K -45 Closed
HNW
894
High Note Wealth
Minnesota
-$3.6K -33 Closed
AWM
895
Abound Wealth Management
Tennessee
-$3.49K -32 Closed
RCM
896
Richardson Capital Management
Wisconsin
-$3.49K -32 Closed
CFG
897
Clayton Financial Group
Missouri
-$2.73K -25 Closed
GGI
898
Godsey & Gibb Inc
Virginia
-$2.73K -25 Closed
LWMI
899
Legacy Wealth Management (Idaho)
Idaho
-$2.73K -25 Closed
RWM
900
RMG Wealth Management
Wisconsin
-$2.87K -23 Closed