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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$428K +$405K +2,708 New
CIS
277
Custom Index Systems
New York
$411K +$389K +2,602 New
CC
278
Centiva Capital
New York
$408K +$386K +2,582 New
PP
279
PDT Partners
New York
$399K
RP
280
Riverwater Partners
Wisconsin
$392K -$3.73K -25 -1%
PWG
281
Portside Wealth Group
Utah
$388K +$34.7K +232 +10%
TW
282
Trajan Wealth
Arizona
$379K +$34.5K +231 +11%
VA
283
Vident Advisory
Georgia
$377K +$11.8K +79 +3%
Marshall Wace
284
Marshall Wace
United Kingdom
$369K +$349K +2,337 New
Pzena Investment Management
285
Pzena Investment Management
New York
$368K -$169K -1,134 -33%
VFA
286
Voya Financial Advisors
Connecticut
$367K +$67.1K +449 +24%
ProShare Advisors
287
ProShare Advisors
Maryland
$366K -$23K -154 -6%
Cerity Partners
288
Cerity Partners
New York
$364K +$59.3K +397 +21%
CG
289
Cynosure Group
Utah
$358K -$92.3K -618 -21%
BWG
290
Berry Wealth Group
Texas
$349K +$25.2K +169 +8%
IFU
291
iSAM Funds (UK)
United Kingdom
$347K +$328K +2,195 New
CFGS
292
Concourse Financial Group Securities
Alabama
$343K +$47.8K +320 +17%
ASN
293
Advisory Services Network
Georgia
$337K
OFS
294
OneAscent Financial Services
Alabama
$332K +$313K +2,098 New
OWM
295
OneAscent Wealth Management
Alabama
$330K +$312K +2,086 New
UFF
296
USA Financial Formulas
Michigan
$329K +$311K +2,082 New
NWAG
297
Net Worth Advisory Group
Utah
$325K +$307K +2,056 New
SCM
298
Shelton Capital Management
Colorado
$325K -$10.2K -68 -3%
JFG
299
Jefferies Financial Group
New York
$323K +$305K +2,043 New
I
300
InceptionR
California
$319K +$301K +2,018 New