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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
301
Glassman Wealth Services
Virginia
$4K – – –
BAM
302
Bellevue Asset Management
Washington
$3K – – –
JWA
303
JFS Wealth Advisors
Pennsylvania
$3K +$1.13K +14 +56%
SC
304
Schubert & Co
Texas
$3K +$1.13K +14 +64%
HWMA
305
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.75K +34 New
PAI
306
Pittenger & Anderson Inc
Nebraska
$3K +$3.16K +39 New
GEA
307
Glen Eagle Advisors
New Jersey
$2.56K +$2.75K +34 New
LC
308
Lindbrook Capital
California
$2K +$729 +9 +39%
TAM
309
Tucker Asset Management
Colorado
$1.7K +$1.54K +19 New
ACM
310
Absolute Capital Management
Pennsylvania
$1.14K +$1.22K +15 New
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$1K -$128K -1,581 -99%
BWL
312
Bogart Wealth LLC
Virginia
$1K -$2.19K -27 -77%
AWM
313
Accel Wealth Management
Iowa
$1K – – –
IA
314
IFP Advisors
Florida
$1K – – –
TFA
315
Transamerica Financial Advisors
Florida
$1K – – –
WFA
316
Wipfli Financial Advisors
Wisconsin
$1K +$648 +8 New
CAL
317
Capital Advisors Ltd
Ohio
$1K +$972 +12 New
Jacobs Levy Equity Management
318
Jacobs Levy Equity Management
New Jersey
– -$46.8M -592,963 Closed
GC
319
Gillson Capital
Illinois
– -$5.56M -70,467 Closed
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
– -$2.02M -25,563 Closed
VIA
321
Vident Investment Advisory
Georgia
– -$1.97M -25,009 Closed
PA
322
Paragon Advisors
Texas
– -$1.87M -23,639 Closed
Baird Financial Group
323
Baird Financial Group
Wisconsin
– -$1.66M -20,994 Closed
BC
324
Brookfield Corp
Ontario, Canada
– -$1.48M -18,696 Closed
SBIA
325
Sheaff Brock Investment Advisors
Indiana
– -$1.14M -14,474 Closed