We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
SAM
302
Smartleaf Asset Management
Massachusetts
$148K +$132K +1,221 New
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$147K -$54.9K -506 -29%
ACM
304
Aquatic Capital Management
Illinois
$144K -$10.8K -100 -8%
EWA
305
EverSource Wealth Advisors
Alabama
$137K +$13.3K +123 +12%
PPC
306
Park Place Capital
Alabama
$135K -$70.3K -648 -37%
HGERS
307
Householder Group Estate & Retirement Specialist
Arizona
$126K +$2.38K +22 +2%
QT
308
Quantbot Technologies
New York
$120K +$109K +1,003 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$119K -$22.8K -210 -17%
C
310
Covestor
United Kingdom
$111K -$9.76K -90 -9%
KBC Group
311
KBC Group
Belgium
$107K +$14.6K +135 +18%
UB
312
UMB Bank
Missouri
$104K
IPW
313
Impact Partnership Wealth
Georgia
$102K +$92.3K +851 New
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$89.8K +$81.2K +749 New
Bessemer Group
315
Bessemer Group
New Jersey
$87K +$9.97K +92 +14%
PS
316
Planned Solutions
California
$86.6K +$78.3K +722 New
GI
317
GAMMA Investing
California
$85.2K +$77.1K +711 New
HT
318
Headlands Technologies
Illinois
$84.5K -$11.2K -103 -13%
PS
319
Principal Securities
Iowa
$82.5K +$74.6K +688 New
HIIFS
320
Harel Insurance Investments & Financial Services
Israel
$73K
PA
321
Parallel Advisors
California
$64.3K +$542 +5 +0.9%
GRP
322
Global Retirement Partners
California
$63.4K -$23K -212 -28%
AIM
323
Anchor Investment Management
South Carolina
$54K
AssetMark Inc
324
AssetMark Inc
California
$53.4K -$21K -194 -30%
ACM
325
Accent Capital Management
Ohio
$42K +$37.9K +350 New