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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$281K +$13.6K +77 +5%
RS
352
R Squared
Hong Kong
$281K +$285K +1,617 New
SWA
353
Serenus Wealth Advisors
California
$280K +$284K +1,610 New
OWM
354
OneAscent Wealth Management
Alabama
$274K -$89.3K -507 -24%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$274K +$278K +1,577 New
Wolverine Trading
356
Wolverine Trading
Illinois
$270K +$273K +1,552 New
FTWA
357
Fifth Third Wealth Advisors
Ohio
$268K
ATC
358
Argent Trust Co
Tennessee
$259K -$15.3K -87 -6%
TFS
359
Thoroughbred Financial Services
Tennessee
$259K
NAS
360
Nicolet Advisory Services
Wisconsin
$258K +$12.3K +70 +5%
HKIMG
361
Hutchens & Kramer Investment Management Group
Indiana
$257K -$704 -4 -0.3%
MSAM
362
Moloney Securities Asset Management
Missouri
$256K -$1.76K -10 -0.7%
NRD
363
Nebula Research & Development
New York
$253K +$256K +1,456 New
QCM
364
Quantinno Capital Management
New York
$252K +$256K +1,453 New
VAS
365
Vestmark Advisory Solutions
Massachusetts
$246K -$11.8K -67 -5%
CFO
366
Callan Family Office
Pennsylvania
$245K +$249K +1,413 New
SPIA
367
Steward Partners Investment Advisory
New York
$245K -$12.3K -70 -5%
TW
368
TrinityPoint Wealth
Connecticut
$245K +$248K +1,411 New
SWM
369
Scissortail Wealth Management
Oklahoma
$244K +$246K +1,398 +17,475%
PA
370
PFW Advisors
Georgia
$243K +$247K +1,402 New
RWM
371
Ritholtz Wealth Management
New York
$241K -$5.28K -30 -2%
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$241K +$26.4K +150 +12%
OIS
373
Okabena Investment Services
Minnesota
$240K
PA
374
Profund Advisors
Maryland
$230K -$35.9K -204 -13%
SC
375
Steph & Co
Wisconsin
$229K -$108K -611 -32%