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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
276
Washington Trust Advisors
Massachusetts
$21K – – –
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K – – –
BWA
278
BDO Wealth Advisors
Florida
$20K +$21.6K +267 New
VCM
279
Versant Capital Management
Arizona
$18K -$81 -1 -0.4%
CWC
280
Carolinas Wealth Consulting
North Carolina
$18K – – –
BCWM
281
Bartlett & Co Wealth Management
Ohio
$16.4K – – –
PTC
282
Private Trust Company
Ohio
$16K -$1.22K -15 -7%
BC
283
Bartlett & Co
Ohio
$16K – – –
CTC
284
Central Trust Company
Missouri
$15K – – –
SPIA
285
Steward Partners Investment Advisory
New York
$15K +$567 +7 +4%
EWA
286
EverSource Wealth Advisors
Alabama
$14K +$7.13K +88 +88%
AWM
287
Ameliora Wealth Management
Switzerland
$13K +$13.7K +169 New
UB
288
UMB Bank
Missouri
$11K -$4.78K -59 -28%
BIA
289
Bell Investment Advisors
California
$11K +$1.38K +17 +13%
QCG
290
Quadrant Capital Group
Ohio
$10K -$4.54K -56 -30%
EI
291
Ellevest Inc
New York
$9K +$9.4K +116 New
SWM
292
Spire Wealth Management
Virginia
$8K – – –
PMFA
293
Plante Moran Financial Advisors
Michigan
$8K +$8.43K +104 New
GFPC
294
Global Financial Private Client
Florida
$7.44K – – –
AAP
295
Arax Advisory Partners
Colorado
$7K +$972 +12 +15%
IFAM
296
Institutional & Family Asset Management
Colorado
$6K – – –
MCC
297
Money Concepts Capital
Florida
$6K +$6.89K +85 New
TCWA
298
Ten Capital Wealth Advisors
Washington
$6K +$6.97K +86 New
KFP
299
KB Financial Partners
New Jersey
$5K – – –
PFBT
300
Parkside Financial Bank & Trust
Missouri
$5K – – –
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