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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
FT
301
Fiduciary Trust
Massachusetts
$645K +$25.7K +131 +4%
DWM
302
Dynasty Wealth Management
Florida
$638K +$39.4K +201 +7%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$635K -$364K -1,859 -38%
FBT
304
First Bank & Trust
South Dakota
$627K
AWM
305
Axxcess Wealth Management
California
$603K +$26.1K +133 +5%
QT
306
Quantbot Technologies
New York
$600K -$1.85M -9,420 -76%
BHPW
307
Beverly Hills Private Wealth
California
$590K -$34.7K -177 -6%
BEAM
308
Baker Ellis Asset Management
Washington
$589K +$563K +2,869 New
SCA
309
Snowden Capital Advisors
New York
$587K -$8.23K -42 -1%
URS
310
Utah Retirement Systems
Utah
$587K
VA
311
Vident Advisory
Georgia
$582K +$29.2K +149 +6%
UBP
312
Union Bancaire Privee
Switzerland
$580K +$61K +311 +12%
HIA
313
Harbor Investment Advisory
Maryland
$555K +$520K +2,654 +5,308%
CAG
314
Csenge Advisory Group
Florida
$554K +$529K +2,698 New
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$554K +$48.4K +247 +10%
OIS
316
OneAscent Investment Solutions
Alabama
$554K -$36.7K -187 -6%
QCG
317
Quadrant Capital Group
Ohio
$552K +$37.8K +193 +8%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$543K -$415K -2,115 -44%
CG
319
Cynosure Group
Utah
$522K
EWA
320
EverSource Wealth Advisors
Alabama
$519K +$25.1K +128 +5%
WA
321
Wealth Alliance
New York
$516K +$7.84K +40 +2%
SLAM
322
Swiss Life Asset Management
$511K +$214K +1,091 +78%
ACM
323
Aster Capital Management
United Arab Emirates
$503K -$1.66M -8,462 -78%
PAG
324
Private Advisor Group
New Jersey
$498K +$5.88K +30 +1%
SPIA
325
Steward Partners Investment Advisory
New York
$490K -$23.7K -121 -5%