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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Advisory Services
301
Kestra Advisory Services
Texas
$567K -$360K -2,096 -37%
Blue Trust Inc
302
Blue Trust Inc
Georgia
$564K -$27K -157 -4%
BHPW
303
Beverly Hills Private Wealth
California
$563K -$48.3K -281 -7%
Walleye Trading
304
Walleye Trading
New York
$562K +$184K +1,070 +44%
BRWA
305
B. Riley Wealth Advisors
Florida
$559K +$140K +818 +31%
NFSG
306
Newbridge Financial Services Group
Florida
$552K +$587K +3,417 New
Clearstead Advisors
307
Clearstead Advisors
Ohio
$551K +$58.9K +343 +11%
USAA
308
United Services Automobile Association
Texas
$544K +$590K +3,438 New
Dynasty Wealth Management
309
Dynasty Wealth Management
Florida
$532K +$5.84K +34 +1%
CIS
310
Custom Index Systems
New York
$531K +$120K +696 +27%
OFS
311
OneAscent Financial Services
Alabama
$516K +$204K +1,187 +60%
MLM
312
Mount Lucas Management
Pennsylvania
$512K +$544K +3,169 New
OIS
313
OneAscent Investment Solutions
Alabama
$511K +$544K +3,167 New
Glenmede Trust
314
Glenmede Trust
Pennsylvania
$511K -$3.95K -23 -0.7%
FBT
315
First Bank & Trust
South Dakota
$502K -$5.5K -32 -1%
WA
316
Wealth Alliance
New York
$496K +$4.29K +25 +0.8%
AV
317
Alamea Verwaltungs
New Jersey
$495K +$527K +3,068 New
Utah Retirement Systems
318
Utah Retirement Systems
Utah
$452K – – –
Cerity Partners
319
Cerity Partners
New York
$452K -$91.5K -533 -16%
SOW
320
State of Wyoming
Wyoming
$449K -$368K -2,142 -44%
Fiduciary Trust
321
Fiduciary Trust
Massachusetts
$448K +$476K +2,772 New
Axxcess Wealth Management
322
Axxcess Wealth Management
California
$447K -$16.5K -96 -3%
Vident Advisory
323
Vident Advisory
Georgia
$447K +$85.2K +496 +22%
Sterling Capital Management
324
Sterling Capital Management
North Carolina
$432K -$38K -221 -8%
Susquehanna Portfolio Strategies
325
Susquehanna Portfolio Strategies
Pennsylvania
$426K +$453K +2,640 New