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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
EverSource Wealth Advisors
Alabama
$8K – – –
GFPC
302
Global Financial Private Client
Florida
$7.6K – – –
IFAM
303
Institutional & Family Asset Management
Colorado
$6K – – –
AAP
304
Arax Advisory Partners
Colorado
$6K +$3.43K +41 +105%
KFP
305
KB Financial Partners
New Jersey
$5K -$3.35K -40 -38%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$5K – – –
GWS
307
Glassman Wealth Services
Virginia
$4K – – –
BAM
308
Bellevue Asset Management
Washington
$3K – – –
BWL
309
Bogart Wealth LLC
Virginia
$3K +$2.93K +35 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$2K +$418 +5 +25%
LC
311
Lindbrook Capital
California
$2K +$753 +9 +64%
SC
312
Schubert & Co
Texas
$2K +$836 +10 +83%
SBL
313
Sargent Bickham Lagudis
Colorado
$2K +$1.84K +22 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.42K +29 New
MCM
315
Manchester Capital Management
Vermont
$1K -$753 -9 -36%
IA
316
IFP Advisors
Florida
$1K – – –
TFA
317
Transamerica Financial Advisors
Florida
$1K +$84 +1 New
DI
318
Disciplined Investments
Oklahoma
$1K +$251 +3 +33%
AWM
319
Accel Wealth Management
Iowa
$1K +$1.17K +14 New
SFG
320
Steward Financial Group
Texas
$1K +$1.92K +23 New
EBA
321
Eagle Bay Advisors
New York
$46 +$84 +1 New
LOAME
322
Lombard Odier Asset Management (Europe)
United Kingdom
– -$10.4M -118,500 Closed
SMG
323
Spectrum Management Group
Indiana
– -$8.78M -100,005 Closed
CAM
324
ClariVest Asset Management
California
– -$5.02M -57,157 Closed
TPM
325
Triasima Portfolio Management
Quebec, Canada
– -$4.44M -50,535 Closed
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