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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$29.3K
OWA
352
Opal Wealth Advisors
New York
$25.8K +$25K +191 New
Mitsubishi UFJ Asset Management
353
Mitsubishi UFJ Asset Management
Japan
$25.8K +$21.2K +162 +559%
QCG
354
Quadrant Capital Group
Ohio
$25.5K +$2.75K +21 +13%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$23.6K +$7.07K +54 +45%
SPIA
356
Steward Partners Investment Advisory
New York
$23.2K -$16.2K -124 -42%
Nomura Asset Management
357
Nomura Asset Management
Japan
$22.9K
AWM
358
Ameliora Wealth Management
Switzerland
$22.8K
RA
359
Rise Advisors
New York
$20.5K
LC
360
Lindbrook Capital
California
$18.2K
VAG
361
VisionPoint Advisory Group
Texas
$18.1K +$17.5K +134 New
PPA
362
Painted Porch Advisors
California
$16.9K +$16.4K +125 New
WTA
363
Washington Trust Advisors
Massachusetts
$14.1K
HWA
364
HHM Wealth Advisors
Tennessee
$14K
SWM
365
Spire Wealth Management
Virginia
$14K -$393 -3 -3%
CPG
366
Cornerstone Planning Group
New Jersey
$13.9K -$1.7K -13 -12%
FFO
367
Fortitude Family Office
Arizona
$13.4K
GFPC
368
Global Financial Private Client
Florida
$13.1K
IHWM
369
Iron Horse Wealth Management
Iowa
$12.9K
BIA
370
Bell Investment Advisors
California
$12.8K
VCM
371
Versant Capital Management
Arizona
$12.7K
AGWCA
372
Annis Gardner Whiting Capital Advisors
Florida
$12.1K +$1.96K +15 +20%
MCM
373
Manchester Capital Management
Vermont
$11.7K
IFAM
374
Institutional & Family Asset Management
Colorado
$11.2K
FNWA
375
Financial Network Wealth Advisors
Utah
$9.3K +$9.03K +69 New