We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$35K -$3.1K -29 -8%
VCM
302
Vigilant Capital Management
Maine
$32K – – –
S
303
SignatureFD
Georgia
$32K +$5.34K +50 +19%
DFCM
304
Dark Forest Capital Management
Puerto Rico
$31K +$2.24K +21 +7%
CCA
305
Column Capital Advisors
Indiana
$30K – – –
VCM
306
Versant Capital Management
Arizona
$30K – – –
WTA
307
Washington Trust Advisors
Massachusetts
$29K +$29.8K +279 New
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8K – – –
CWC
309
Carolinas Wealth Consulting
North Carolina
$25K -$5.45K -51 -17%
CMF
310
Counterpoint Mutual Funds
California
$25K +$2.78K +26 +12%
CTC
311
Central Trust Company
Missouri
$21K – – –
UB
312
UMB Bank
Missouri
$21K +$22.2K +208 New
TWA
313
TCI Wealth Advisors
Arizona
$20K – – –
PFBT
314
Parkside Financial Bank & Trust
Missouri
$18K +$18.9K +177 New
Jones Financial Companies
315
Jones Financial Companies
Missouri
$16K +$5.13K +48 +44%
QCG
316
Quadrant Capital Group
Ohio
$15K +$534 +5 +4%
GRP
317
Global Retirement Partners
California
$14K -$854 -8 -6%
LWA
318
Lenox Wealth Advisors
New York
$13K – – –
BIA
319
Bell Investment Advisors
California
$13K +$5.13K +48 +62%
IPW
320
IronBridge Private Wealth
Texas
$12K -$7.58K -71 -38%
AF
321
Allworth Financial
California
$12K – – –
KFP
322
KB Financial Partners
New Jersey
$11K +$11.2K +105 New
GFPC
323
Global Financial Private Client
Florida
$10K +$10.4K +97 New
First Manhattan
324
First Manhattan
New York
$10K – – –
SWM
325
Spire Wealth Management
Virginia
$10K – – –