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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$14.4K -$247 -2 -2%
CWAF
352
Core Wealth Advisors (Florida)
Florida
$14.2K – – –
SWM
353
Spire Wealth Management
Virginia
$13.7K +$1.11K +9 +9%
WTA
354
Washington Trust Advisors
Massachusetts
$13.4K -$1.98K -16 -13%
HWA
355
HHM Wealth Advisors
Tennessee
$13.3K – – –
FFO
356
Fortitude Family Office
Arizona
$12.7K – – –
GFPC
357
Global Financial Private Client
Florida
$12.4K – – –
IHWM
358
Iron Horse Wealth Management
Iowa
$12.3K – – –
BIA
359
Bell Investment Advisors
California
$12.2K – – –
VCM
360
Versant Capital Management
Arizona
$12.1K – – –
MCM
361
Manchester Capital Management
Vermont
$11.2K – – –
IFAM
362
Institutional & Family Asset Management
Colorado
$10.6K – – –
AGWCA
363
Annis Gardner Whiting Capital Advisors
Florida
$9.62K +$9.28K +75 New
KFI
364
Key Financial Inc
Pennsylvania
$8.59K – – –
CA
365
Crewe Advisors
Utah
$7.95K +$7.67K +62 New
BWL
366
Bogart Wealth LLC
Virginia
$7.82K – – –
FFC
367
First Financial Corp
Indiana
$7.69K +$7.42K +60 New
AT
368
Arlington Trust
Alabama
$7.18K – – –
WT
369
Washington Trust
Rhode Island
$6.73K -$124 -1 -2%
CTA
370
Colonial Trust Advisors
South Carolina
$6.54K +$6.31K +51 New
CWC
371
Carolinas Wealth Consulting
North Carolina
$6.28K -$1.73K -14 -22%
LFG
372
Larson Financial Group
Missouri
$6.28K – – –
PCWA
373
Pacific Capital Wealth Advisors
California
$6.15K +$5.94K +48 New
AAP
374
Arax Advisory Partners
Colorado
$5.9K -$124 -1 -2%
OLVIG
375
Oliver Lagore Vanvalin Investment Group
Michigan
$5.38K – – –
13 14
15
16 17