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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$8.8K +$2.97K +33 +49%
GFPC
302
Global Financial Private Client
Florida
$8.46K – – –
Arax Advisory Partners
303
Arax Advisory Partners
Colorado
$8.02K – – –
MassMutual Private Wealth & Trust
304
MassMutual Private Wealth & Trust
Connecticut
$8K +$8.45K +94 New
TCWA
305
Ten Capital Wealth Advisors
Washington
$7.5K – – –
IFAM
306
Institutional & Family Asset Management
Colorado
$7.23K +$360 +4 +5%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$7.23K +$7.46K +83 New
Steward Partners Investment Advisory
308
Steward Partners Investment Advisory
New York
$7.06K -$10.3K -115 -59%
CPG
309
Cornerstone Planning Group
New Jersey
$6.03K +$5.66K +63 New
HWMA
310
Heritage Wealth Management (Arizona)
Arizona
$5.93K +$3.06K +34 +100%
Allworth Financial
311
Allworth Financial
California
$4.53K +$4.32K +48 +1,200%
GWS
312
Glassman Wealth Services
Virginia
$4.1K – – –
JWA
313
JFS Wealth Advisors
Pennsylvania
$3.49K +$90 +1 +3%
BAM
314
Bellevue Asset Management
Washington
$3.12K – – –
MCC
315
Money Concepts Capital
Florida
$3.05K -$4.49K -50 -59%
SC
316
Schubert & Co
Texas
$3.05K -$90 -1 -3%
KFP
317
KB Financial Partners
New Jersey
$3K -$2.7K -30 -46%
GEA
318
Glen Eagle Advisors
New Jersey
$2.98K – – –
Simplex Trading
319
Simplex Trading
Illinois
$2K +$2.34K +26 New
TAM
320
Tucker Asset Management
Colorado
$1.69K – – –
AWM
321
Accel Wealth Management
Iowa
$1.23K – – –
DA
322
Denali Advisors
California
$1.22K +$1.26K +14 New
DI
323
Disciplined Investments
Oklahoma
$1.13K +$629 +7 +117%
SIC
324
SJS Investment Consulting
Ohio
$1.13K +$629 +7 +117%
AF
325
Advisornet Financial
Minnesota
$1.05K +$1.08K +12 New