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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Steph & Co
Wisconsin
$291K +$14K +155 +6%
CIA
227
Capital Impact Advisors
Massachusetts
$285K
AWM
228
AE Wealth Management
Kansas
$280K +$12.5K +138 +5%
HCM
229
Hilton Capital Management
New York
$277K +$255K +2,822 New
Creative Planning
230
Creative Planning
Kansas
$276K +$39.3K +435 +18%
ASN
231
Advisory Services Network
Georgia
$271K -$7.96K -88 -3%
URS
232
Utah Retirement Systems
Utah
$265K +$244K +2,700 New
LIP
233
Lighthouse Investment Partners
Florida
$261K +$241K +2,659 New
GT
234
Glenmede Trust
Pennsylvania
$249K
Holocene Advisors
235
Holocene Advisors
New York
$243K +$224K +2,471 New
SWS
236
SYSTM Wealth Solutions
Illinois
$239K -$238K -2,629 -52%
AGM
237
Alpine Global Management
New York
$237K +$218K +2,410 New
SAM
238
Sawgrass Asset Management
Florida
$228K
BCI
239
Brinker Capital Investments
Pennsylvania
$226K -$8.14K -90 -4%
OPS
240
Orion Portfolio Solutions
Nebraska
$226K -$8.14K -90 -4%
VFA
241
Voya Financial Advisors
Connecticut
$221K -$28.3K -313 -12%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$220K -$19.9K -220 -9%
SI
243
Symmetry Investments
Jersey
$216K +$199K +2,200 New
X
244
Xponance
Pennsylvania
$215K -$67.7K -749 -25%
KAS
245
Kestra Advisory Services
Texas
$214K +$197K +2,180 New
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$213K +$196K +2,163 New
VIA
247
Vident Investment Advisory
Georgia
$211K +$194K +2,148 New
CFGS
248
Concourse Financial Group Securities
Alabama
$207K -$59.8K -661 -24%
CCWM
249
Cassaday & Co Wealth Management
Virginia
$202K +$185K +2,050 New
PPC
250
Park Place Capital
Alabama
$176K -$6.69K -74 -4%