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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Dynasty Wealth Management
Florida
$523K -$64.7K -385 -12%
SCA
327
Snowden Capital Advisors
New York
$522K -$159K -948 -25%
OIS
328
OneAscent Investment Solutions
Alabama
$519K -$47.7K -284 -9%
URS
329
Utah Retirement Systems
Utah
$514K +$9.91K +59 +2%
SPA
330
Sherbrooke Park Advisers
New York
$513K +$479K +2,852 New
AWM
331
Axxcess Wealth Management
California
$505K +$5.71K +34 +1%
MM
332
MQS Management
New York
$486K +$162K +963 +55%
VA
333
Vident Advisory
Georgia
$483K -$13.8K -82 -3%
Aviva
334
Aviva
United Kingdom
$483K -$178K -1,061 -28%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$471K +$2.86K +17 +0.7%
Polen Capital Management
336
Polen Capital Management
Florida
$460K -$5M -29,740 -92%
UBP
337
Union Bancaire Privee
Switzerland
$458K -$536K -3,192 -56%
CG
338
Cynosure Group
Utah
$458K +$72.6K +432 +20%
OWA
339
Outlook Wealth Advisors
Texas
$453K -$7.9K -47 -2%
SPIA
340
Steward Partners Investment Advisory
New York
$451K +$3.19K +19 +0.8%
QCG
341
Quadrant Capital Group
Ohio
$449K -$18.5K -110 -4%
WA
342
Wealth Alliance
New York
$445K -$101K -601 -20%
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$441K
EWA
344
EverSource Wealth Advisors
Alabama
$432K +$59K +351 +17%
PAG
345
Private Advisor Group
New Jersey
$431K -$354K -2,107 -47%
ProShare Advisors
346
ProShare Advisors
Maryland
$429K +$14.1K +84 +4%
MFG
347
Merit Financial Group
Georgia
$423K +$394K +2,348 New
Capstone Investment Advisors
348
Capstone Investment Advisors
New York
$418K +$390K +2,321 New
JCM
349
J2 Capital Management
Michigan
$417K +$106K +630 +37%
WCP
350
Wealthcare Capital Partners
Pennsylvania
$416K +$1.34K +8 +0.3%