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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
SFMG Wealth Advisors
Texas
$218K +$1.11K +9 +0.5%
SF
302
Summit Financial
New Jersey
$216K +$208K +1,684 New
RCAG
303
Rehmann Capital Advisory Group
Michigan
$214K +$206K +1,669 New
NW
304
NewEdge Wealth
Pennsylvania
$212K +$201K +1,627 New
ATC
305
Argent Trust Co
Tennessee
$206K +$199K +1,606 New
VAS
306
Vestmark Advisory Solutions
Massachusetts
$202K +$195K +1,577 New
EWA
307
EverSource Wealth Advisors
Alabama
$171K +$24.6K +199 +17%
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$159K +$1.86K +15 +1%
SAM
309
Smartleaf Asset Management
Massachusetts
$156K +$124 +1 +0.1%
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$155K +$26.5K +214 +22%
HGERS
311
Householder Group Estate & Retirement Specialist
Arizona
$146K +$10.5K +85 +8%
KBC Group
312
KBC Group
Belgium
$144K +$28.8K +233 +26%
Lazard Asset Management
313
Lazard Asset Management
New York
$127K +$123K +991 New
C
314
Covestor
United Kingdom
$114K -$4.08K -33 -4%
IPW
315
Impact Partnership Wealth
Georgia
$111K +$1.98K +16 +2%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$106K +$9.15K +74 +10%
PS
317
Principal Securities
Iowa
$105K +$16.2K +131 +19%
UB
318
UMB Bank
Missouri
$96.8K -$14.2K -115 -13%
Bessemer Group
319
Bessemer Group
New Jersey
$94K
GI
320
GAMMA Investing
California
$92.9K +$1.73K +14 +2%
PPC
321
Park Place Capital
Alabama
$88.5K -$53.4K -432 -39%
HIIFS
322
Harel Insurance Investments & Financial Services
Israel
$75K -$1.98K -16 -3%
MG
323
Mather Group
Illinois
$73.5K +$75.8K +613 New
AF
324
Allworth Financial
California
$71.5K +$57.3K +463 +487%
PA
325
Parallel Advisors
California
$69.2K +$495 +4 +0.7%