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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$9K
PFBT
302
Parkside Financial Bank & Trust
Missouri
$8.8K +$2.97K +33 +49%
GFPC
303
Global Financial Private Client
Florida
$8.46K
AAP
304
Arax Advisory Partners
Colorado
$8.02K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$8K +$8.45K +94 New
TCWA
306
Ten Capital Wealth Advisors
Washington
$7.5K
IFAM
307
Institutional & Family Asset Management
Colorado
$7.23K +$360 +4 +5%
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$7.23K +$7.46K +83 New
SPIA
309
Steward Partners Investment Advisory
New York
$7.06K -$10.3K -115 -59%
CPG
310
Cornerstone Planning Group
New Jersey
$6.03K +$5.66K +63 New
HWMA
311
Heritage Wealth Management (Arizona)
Arizona
$5.93K +$3.06K +34 +100%
AF
312
Allworth Financial
California
$4.53K +$4.32K +48 +1,200%
GWS
313
Glassman Wealth Services
Virginia
$4.1K
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.49K +$90 +1 +3%
BAM
315
Bellevue Asset Management
Washington
$3.12K
MCC
316
Money Concepts Capital
Florida
$3.05K -$4.49K -50 -59%
SC
317
Schubert & Co
Texas
$3.05K -$90 -1 -3%
KFP
318
KB Financial Partners
New Jersey
$3K -$2.7K -30 -46%
GEA
319
Glen Eagle Advisors
New Jersey
$2.98K
Simplex Trading
320
Simplex Trading
Illinois
$2K +$2.34K +26 New
TAM
321
Tucker Asset Management
Colorado
$1.69K
AWM
322
Accel Wealth Management
Iowa
$1.23K
DA
323
Denali Advisors
California
$1.22K +$1.26K +14 New
DI
324
Disciplined Investments
Oklahoma
$1.13K +$629 +7 +117%
SIC
325
SJS Investment Consulting
Ohio
$1.13K +$629 +7 +117%