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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Diversify Wealth Management
Utah
$252K -$9.3K -63 -3%
DAS
352
Diversify Advisory Services
Utah
$252K +$263K +1,784 New
SGWP
353
Sun Group Wealth Partners
California
$251K
NB
354
Nicolet Bankshares
Wisconsin
$250K +$259K +1,754 New
NW
355
NewEdge Wealth
Pennsylvania
$248K +$23.8K +161 +10%
ICA
356
Infrastructure Capital Advisors
New York
$247K +$5.02K +34 +2%
CAM
357
Cresset Asset Management
Illinois
$246K -$35.9K -243 -12%
SCM
358
Shelton Capital Management
Colorado
$243K
ETC
359
Exchange Traded Concepts
Oklahoma
$239K +$29.1K +197 +12%
HWM
360
HB Wealth Management
Georgia
$238K +$21.1K +143 +9%
Nisa Investment Advisors
361
Nisa Investment Advisors
Missouri
$235K +$32.6K +221 +14%
QCG
362
Quadrant Capital Group
Ohio
$234K -$4.13K -28 -2%
KPWS
363
Kestra Private Wealth Services
Texas
$230K -$7.67K -52 -3%
BJL
364
Brighton Jones LLC
Washington
$229K +$252K +1,706 New
SWA
365
SFMG Wealth Advisors
Texas
$227K -$3.1K -21 -1%
CL
366
Choreo LLC
Illinois
$226K +$249K +1,685 New
CCWM
367
Cassaday & Co Wealth Management
Virginia
$225K -$9.89K -67 -4%
CIBC Asset Management
368
CIBC Asset Management
Ontario, Canada
$221K
SCM
369
Sterling Capital Management
North Carolina
$220K +$54.6K +370 +29%
SWA
370
Serenus Wealth Advisors
California
$216K
NDSIB
371
North Dakota State Investment Board
North Dakota
$216K +$3.98K +27 +2%
AG
372
AlTi Global
New York
$215K -$2.66K -18 -1%
KBC Group
373
KBC Group
Belgium
$209K
HI
374
Horizon Investments
North Carolina
$207K +$33.5K +227 +17%
MFWP
375
Mosaic Family Wealth Partners
Missouri
$207K +$227K +1,540 New