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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
301
Allianz Asset Management
Germany
$311K -$1.06M -7,086 -78%
CCWM
302
Cassaday & Co Wealth Management
Virginia
$310K -$1.49K -10 -0.5%
XT
303
XTX Topco
Cayman Islands
$308K -$470K -3,144 -62%
SC
304
Steph & Co
Wisconsin
$305K -$10.2K -68 -3%
Bessemer Group
305
Bessemer Group
New Jersey
$303K +$165K +1,102 +135%
Two Sigma Investments
306
Two Sigma Investments
New York
$302K +$63.5K +425 +29%
SCM
307
Sterling Capital Management
North Carolina
$295K +$279K +1,866 New
Commonwealth Equity Services
308
Commonwealth Equity Services
Massachusetts
$288K -$10.3K -69 -4%
HAG
309
HighPoint Advisor Group
Illinois
$275K +$2.39K +16 +1%
SWA
310
SFMG Wealth Advisors
Texas
$270K +$149 +1 +0.1%
FFP
311
FourThought Financial Partners
Florida
$270K -$1.03M -6,910 -80%
RCAG
312
Rehmann Capital Advisory Group
Michigan
$268K -$3.73K -25 -1%
IWM
313
IHT Wealth Management
Illinois
$268K +$252K +1,688 New
HCPC
314
Hamilton Capital Partners (Canada)
$263K
NW
315
NewEdge Wealth
Pennsylvania
$260K +$17.3K +116 +8%
CL
316
Choreo LLC
Illinois
$257K +$241K +1,611 New
AWM
317
Axxcess Wealth Management
California
$254K +$240K +1,608 New
ATC
318
Argent Trust Co
Tennessee
$250K -$3.88K -26 -2%
NG
319
Norden Group
Utah
$248K +$235K +1,571 New
BEI
320
Benjamin Edwards Inc
Missouri
$245K +$230K +1,539 +17,100%
FTWA
321
Fifth Third Wealth Advisors
Ohio
$244K +$1.94K +13 +0.9%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$243K +$7.47K +50 +3%
PA
323
Profund Advisors
Maryland
$242K +$1.79K +12 +0.8%
AWS
324
Atria Wealth Solutions
New York
$242K +$229K +1,530 New
HKIMG
325
Hutchens & Kramer Investment Management Group
Indiana
$237K +$222K +1,484 New