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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
VF
351
Vista Finance
Missouri
$259K -$14.2K -96 -5%
BMSSC
352
B. Metzler seel. Sohn & Co
Germany
$257K +$283K +1,919 New
DWM
353
Diversify Wealth Management
Utah
$252K -$9.3K -63 -3%
DAS
354
Diversify Advisory Services
Utah
$252K +$263K +1,784 New
SGWP
355
Sun Group Wealth Partners
California
$251K – – –
NB
356
Nicolet Bankshares
Wisconsin
$250K +$259K +1,754 New
NW
357
NewEdge Wealth
Pennsylvania
$248K +$23.8K +161 +10%
ICA
358
Infrastructure Capital Advisors
New York
$247K +$5.02K +34 +2%
CAM
359
Cresset Asset Management
Illinois
$246K -$35.9K -243 -12%
SCM
360
Shelton Capital Management
Colorado
$243K – – –
ETC
361
Exchange Traded Concepts
Oklahoma
$239K +$29.1K +197 +12%
HWM
362
HB Wealth Management
Georgia
$238K +$21.1K +143 +9%
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$235K +$32.6K +221 +14%
QCG
364
Quadrant Capital Group
Ohio
$234K -$4.13K -28 -2%
KPWS
365
Kestra Private Wealth Services
Texas
$230K -$7.67K -52 -3%
BJL
366
Brighton Jones LLC
Washington
$229K +$252K +1,706 New
SWA
367
SFMG Wealth Advisors
Texas
$227K -$3.1K -21 -1%
CL
368
Choreo LLC
Illinois
$226K +$249K +1,685 New
CCWM
369
Cassaday & Co Wealth Management
Virginia
$225K -$9.89K -67 -4%
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$221K – – –
SCM
371
Sterling Capital Management
North Carolina
$220K +$54.6K +370 +29%
SWA
372
Serenus Wealth Advisors
California
$216K – – –
NDSIB
373
North Dakota State Investment Board
North Dakota
$216K +$3.98K +27 +2%
AG
374
AlTi Global
New York
$215K -$2.66K -18 -1%
KBC Group
375
KBC Group
Belgium
$209K – – –