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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$328K -$170K -1,153 -32%
WCP
327
Wealthcare Capital Partners
Pennsylvania
$322K +$9.59K +65 +3%
FCM
328
Fieldview Capital Management
Michigan
$319K +$351K +2,376 New
CIA
329
Concurrent Investment Advisors
Florida
$317K +$11.8K +80 +4%
SC
330
SummitTX Capital
Texas
$312K -$1.66M -11,262 -83%
RP
331
Riverwater Partners
Wisconsin
$307K +$78.9K +535 +31%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$305K +$12K +81 +4%
HCPC
333
Hamilton Capital Partners (Canada)
$302K +$76.7K +520 +30%
PWG
334
Portside Wealth Group
Utah
$297K -$263K -1,783 -45%
AWA
335
Argos Wealth Advisors
California
$297K +$41.8K +283 +15%
AI
336
Accredited Investors
Minnesota
$295K – – –
ASN
337
Advisory Services Network
Georgia
$293K -$36.4K -247 -10%
TW
338
Trajan Wealth
Arizona
$289K -$17.4K -118 -5%
ProShare Advisors
339
ProShare Advisors
Maryland
$287K -$6.05K -41 -2%
OIS
340
OneAscent Investment Solutions
Alabama
$285K -$100K -678 -24%
Osaic Holdings
341
Osaic Holdings
Arizona
$281K -$3.61M -24,456 -92%
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$281K +$27.4K +186 +10%
MFS
343
Mirabella Financial Services
United Kingdom
$276K +$20.2K +137 +7%
Allspring Global Investments
344
Allspring Global Investments
North Carolina
$274K +$21.4K +145 +8%
MYIA
345
Mount Yale Investment Advisors
Colorado
$273K -$149K -1,011 -33%
JFG
346
Jefferies Financial Group
New York
$271K -$498K -3,377 -63%
NG
347
Norden Group
Utah
$268K -$425K -2,878 -59%
FTWA
348
Fifth Third Wealth Advisors
Ohio
$267K -$20.4K -138 -6%
BEI
349
Benjamin Edwards Inc
Missouri
$266K +$11.7K +79 +4%
ITG
350
Index Technologies Group
New York
$261K -$12.7K -86 -4%