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Ares Management

Name Holding Trade Value Shares
Change
Change in
Stake
TI
876
TrueMark Investments
Illinois
– -$203K -1,861 Closed
CSPIA
877
Cary Street Partners Investment Advisory
Virginia
– -$186K -1,709 Closed
UBP
878
Union Bancaire Privee
Switzerland
– -$180K -1,697 Closed
DWP
879
Destiny Wealth Partners
Florida
– -$135K -1,237 Closed
SWA
880
SOA Wealth Advisors
New York
– -$110K -1,013 Closed
BC
881
Bayforest Capital
United Kingdom
– -$95.6K -876 Closed
SIS
882
Sound Income Strategies
Florida
– -$82.7K -781 Closed
CSP
883
Cary Street Partners
Virginia
– -$80.2K -735 Closed
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
– -$73.1K -670 Closed
CPA
885
Cardiff Park Advisors
California
– -$71.1K -652 Closed
DI
886
DAGCO Inc
Ohio
– -$54.5K -500 Closed
AEPWM
887
Atlantic Edge Private Wealth Management
Florida
– -$43.6K -400 Closed
Loomis, Sayles & Company
888
Loomis, Sayles & Company
Massachusetts
– -$43.1K -395 Closed
OWA
889
Opal Wealth Advisors
New York
– -$40K -367 Closed
TPWA
890
Twin Peaks Wealth Advisors
California
– -$35.2K -323 Closed
RFP
891
Root Financial Partners
California
– -$30.5K -279 Closed
Twin Tree Management
892
Twin Tree Management
Texas
– -$33.1K -276 Closed
Vanguard National Trust
893
Vanguard National Trust
Pennsylvania
– -$23.9K -219 Closed
BL
894
BFSG LLC
California
– -$19.3K -177 Closed
SWP
895
Strategic Wealth Partners
Ohio
– -$15.9K -146 Closed
QL
896
Quarry LP
New York
– -$10.7K -98 Closed
HWA
897
HHM Wealth Advisors
Tennessee
– -$10.3K -94 Closed
TGY2IT
898
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$7.86K -72 Closed
VNIM
899
Vaughan Nelson Investment Management
Texas
– -$6.55K -60 Closed
VWA
900
Valued Wealth Advisors
Utah
– -$4.91K -45 Closed