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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
VA
276
Vident Advisory
Georgia
$311K -$4.84K -37 -2%
PWG
277
Portside Wealth Group
Utah
$300K +$17.1K +131 +6%
MFS
278
Mirabella Financial Services
United Kingdom
$300K +$291K +2,222 New
KAS
279
Kestra Advisory Services
Texas
$294K -$654 -5 -0.2%
TCM
280
Teza Capital Management
Illinois
$293K +$284K +2,169 New
TW
281
Trajan Wealth
Arizona
$292K -$22.5K -172 -7%
SCM
282
Shelton Capital Management
Colorado
$286K -$13.5K -103 -5%
BWG
283
Berry Wealth Group
Texas
$275K -$21.9K -167 -8%
SC
284
Steph & Co
Wisconsin
$269K +$1.18K +9 +0.5%
SF
285
Summit Financial
New Jersey
$269K +$40.6K +310 +18%
CCWM
286
Cassaday & Co Wealth Management
Virginia
$266K -$10.5K -80 -4%
QT
287
Quantbot Technologies
New York
$265K -$695K -5,308 -73%
KeyBank National Association
288
KeyBank National Association
Ohio
$259K -$113K -866 -31%
MSAM
289
Moloney Securities Asset Management
Missouri
$258K -$9.82K -75 -4%
Cerity Partners
290
Cerity Partners
New York
$257K -$12.7K -97 -5%
Commonwealth Equity Services
291
Commonwealth Equity Services
Massachusetts
$255K +$7.33K +56 +3%
VFA
292
Voya Financial Advisors
Connecticut
$252K -$3.01K -23 -1%
CFGS
293
Concourse Financial Group Securities
Alabama
$250K -$8.25K -63 -3%
EWA
294
EverSource Wealth Advisors
Alabama
$242K +$35.6K +272 +20%
HAG
295
HighPoint Advisor Group
Illinois
$236K -$20.8K -159 -9%
RCAG
296
Rehmann Capital Advisory Group
Michigan
$231K +$5.89K +45 +3%
SWA
297
SFMG Wealth Advisors
Texas
$230K +$524 +4 +0.2%
C
298
Certuity
Florida
$230K -$1.18K -9 -0.5%
FC
299
FORA Capital
Florida
$229K +$222K +1,699 New
QCM
300
Qsemble Capital Management
New York
$225K -$157K -1,201 -42%