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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$8.05K
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$7.26K
IFAM
303
Institutional & Family Asset Management
Colorado
$7.26K
SPIA
304
Steward Partners Investment Advisory
New York
$7.09K
PTC
305
Private Trust Company
Ohio
$6.12K -$6.59K -70 -50%
BWL
306
Bogart Wealth LLC
Virginia
$5.34K +$4.99K +53 +663%
BF
307
BOK Financial
Oklahoma
$5.16K -$1.64M -17,401 -100%
First Manhattan
308
First Manhattan
New York
$4.37K +$4.7K +50 New
LFG
309
Larson Financial Group
Missouri
$4.29K +$4.61K +49 New
GWS
310
Glassman Wealth Services
Virginia
$4.11K
JWA
311
JFS Wealth Advisors
Pennsylvania
$3.59K +$94 +1 +3%
BWM
312
BerganKDV Wealth Management
Minnesota
$3.5K +$3.76K +40 New
BAM
313
Bellevue Asset Management
Washington
$3.15K
SC
314
Schubert & Co
Texas
$3.06K
KFP
315
KB Financial Partners
New Jersey
$3K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$2.89K -$6.4K -68 -67%
BBHC
317
Brown Brothers Harriman & Co
New York
$2.89K +$3.1K +33 New
MBFW
318
Morton Brown Family Wealth
Pennsylvania
$2.01K +$2.16K +23 New
DA
319
Denali Advisors
California
$1.66K +$470 +5 +36%
TAM
320
Tucker Asset Management
Colorado
$1.4K -$282 -3 -16%
AWM
321
Accel Wealth Management
Iowa
$1.24K
SIC
322
SJS Investment Consulting
Ohio
$1.23K +$94 +1 +8%
DI
323
Disciplined Investments
Oklahoma
$875 -$282 -3 -23%
AF
324
Advisornet Financial
Minnesota
$875 -$188 -2 -17%
MCM
325
Manchester Capital Management
Vermont
$788