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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
251
Truist Financial
North Carolina
$1M -$115K -697 -9%
Avior Wealth Management
252
Avior Wealth Management
Nebraska
$967K -$52.3K -318 -5%
TFCM
253
Taylor Frigon Capital Management
Arizona
$954K -$42.6K -259 -4%
GAMMA Investing
254
GAMMA Investing
California
$942K +$160K +973 +17%
New York Life Investment Management
255
New York Life Investment Management
New York
$938K +$271K +1,648 +34%
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$914K +$407K +2,477 +64%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$862K -$467K -2,837 -32%
IB
258
Intrust Bank
Kansas
$848K -$100K -608 -9%
TD Asset Management
259
TD Asset Management
Ontario, Canada
$847K – – –
Sowell Financial Services
260
Sowell Financial Services
Arkansas
$829K +$48K +292 +5%
M&T Bank
261
M&T Bank
New York
$820K -$163K -989 -15%
Callan Family Office
262
Callan Family Office
Pennsylvania
$804K +$246K +1,497 +36%
Union Bancaire Privee
263
Union Bancaire Privee
Switzerland
$803K +$98.5K +599 +12%
Fulton Bank
264
Fulton Bank
Pennsylvania
$779K -$43.1K -262 -5%
State of Alaska Department of Revenue
265
State of Alaska Department of Revenue
Alaska
$777K – – –
PP
266
PDT Partners
New York
$776K -$3.19M -19,378 -78%
Jefferies Financial Group
267
Jefferies Financial Group
New York
$776K +$672K +4,083 +310%
JIR
268
James Investment Research
Ohio
$754K +$987 +6 +0.1%
SWM
269
Sendero Wealth Management
Texas
$749K +$148K +900 +21%
VOYA Investment Management
270
VOYA Investment Management
Georgia
$747K -$12.8K -78 -1%
LCM
271
Landscape Capital Management
New Jersey
$725K +$830K +5,048 New
AC
272
AXQ Capital
New Jersey
$719K -$93.1K -566 -10%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$712K -$46.6K -283 -5%
SWIG
274
Strategic Wealth Investment Group
Kentucky
$704K -$13.7K -83 -2%
NG
275
Norden Group
Utah
$701K -$27.1K -165 -3%