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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$14K +$11.7K +174 +497%
KFP
252
KB Financial Partners
New Jersey
$14K +$14.6K +216 New
CTC
253
Central Trust Company
Missouri
$13K +$13.5K +200 New
IPW
254
IronBridge Private Wealth
Texas
$12K – – –
VCM
255
Versant Capital Management
Arizona
$10K +$5.26K +78 +118%
CA
256
Crewe Advisors
Utah
$9K – – –
IFAM
257
Institutional & Family Asset Management
Colorado
$7K -$3.91K -58 -35%
GRP
258
Global Retirement Partners
California
$7K – – –
Jones Financial Companies
259
Jones Financial Companies
Missouri
$7K +$3.78K +56 +104%
SWM
260
Spire Wealth Management
Virginia
$7K +$6.61K +98 New
EMG
261
ETF Managers Group
New Jersey
$6K -$847K -12,549 -99%
First Manhattan
262
First Manhattan
New York
$6K – – –
SL
263
Savior LLC
Massachusetts
$5K – – –
BMD
264
Better Money Decisions
New Mexico
$5K +$4.59K +68 New
BAM
265
Bellevue Asset Management
Washington
$4K -$405 -6 -10%
QCG
266
Quadrant Capital Group
Ohio
$4K +$877 +13 +28%
NFG
267
Next Financial Group
Texas
$4K +$945 +14 +31%
VFA
268
Valeo Financial Advisors
Indiana
$4K +$3.71K +55 +1,833%
TWA
269
TCI Wealth Advisors
Arizona
$3K +$2.56K +38 New
ACM
270
Allred Capital Management
Texas
$2.06K +$2.09K +31 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BFC
272
Bedel Financial Consulting
Indiana
$1K – – –
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.01K +15 New
WRF
274
Waddell & Reed Financial
Kansas
– -$50.4M -749,768 Closed
ZCM
275
Ziegler Capital Management
Illinois
– -$10.1M -150,196 Closed