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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Bell Investment Advisors
California
$10.7K +$516 +5 +5%
SWM
302
Spire Wealth Management
Virginia
$10.5K
IHWM
303
Iron Horse Wealth Management
Iowa
$10.3K +$9.9K +96 New
GFPC
304
Global Financial Private Client
Florida
$10.2K
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$8.89K
IFAM
306
Institutional & Family Asset Management
Colorado
$8.89K
BBHC
307
Brown Brothers Harriman & Co
New York
$8.03K
PTC
308
Private Trust Company
Ohio
$7.5K
KFI
309
Key Financial Inc
Pennsylvania
$7.18K
CWC
310
Carolinas Wealth Consulting
North Carolina
$6.65K -$17.9K -174 -73%
OIS
311
Okabena Investment Services
Minnesota
$6.64K
BWL
312
Bogart Wealth LLC
Virginia
$6.53K
AAP
313
Arax Advisory Partners
Colorado
$5.46K -$1.75K -17 -25%
SPIA
314
Steward Partners Investment Advisory
New York
$5.36K -$3.2K -31 -38%
LFG
315
Larson Financial Group
Missouri
$5.25K
OLVIG
316
Oliver Lagore Vanvalin Investment Group
Michigan
$4.5K +$4.33K +42 New
SIC
317
Salem Investment Counselors
North Carolina
$4.29K
JWA
318
JFS Wealth Advisors
Pennsylvania
$4.29K +$206 +2 +5%
Jones Financial Companies
319
Jones Financial Companies
Missouri
$4.29K +$4.12K +40 New
KFP
320
KB Financial Partners
New Jersey
$4K
SFG
321
Steward Financial Group
Texas
$4K +$4.43K +43 New
BAM
322
Bellevue Asset Management
Washington
$3.86K
GWS
323
Glassman Wealth Services
Virginia
$3.75K
PFBT
324
Parkside Financial Bank & Trust
Missouri
$3.54K
QC
325
Quent Capital
New York
$3.43K +$3.3K +32 New