We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$321K +$342K +1,990 New
MGO One Seven
352
MGO One Seven
Ohio
$317K +$337K +1,963 New
Sowell Financial Services
353
Sowell Financial Services
Arkansas
$313K +$333K +1,939 New
Shelton Capital Management
354
Shelton Capital Management
Colorado
$311K -$22.5K -131 -6%
Cassaday & Co Wealth Management
355
Cassaday & Co Wealth Management
Virginia
$300K -$20.4K -119 -6%
LWAM
356
Legacy Wealth Asset Management
Minnesota
$300K +$319K +1,855 New
Tower Research Capital (TRC)
357
Tower Research Capital (TRC)
New York
$298K -$121K -703 -28%
AE Wealth Management
358
AE Wealth Management
Kansas
$298K +$317K +1,845 New
RS
359
R Squared
Hong Kong
$297K +$38.5K +224 +14%
BWG
360
Berry Wealth Group
Texas
$297K -$24K -140 -7%
AB
361
ANB Bank
Colorado
$284K +$6.01K +35 +2%
MM
362
MQS Management
New York
$281K +$299K +1,739 New
TC
363
TwinBeech Capital
New York
$277K +$295K +1,718 New
Commonwealth Equity Services
364
Commonwealth Equity Services
Massachusetts
$277K -$7.9K -46 -3%
SWA
365
SFMG Wealth Advisors
Texas
$276K -$172 -1 -0.1%
IFP Advisors
366
IFP Advisors
Florida
$275K +$116K +673 +67%
PA
367
PharVision Advisers
Florida
$274K +$292K +1,698 New
NWAG
368
Net Worth Advisory Group
Utah
$272K -$66K -384 -19%
JCM
369
J2 Capital Management
Michigan
$272K -$41.9K -244 -13%
FFP
370
FourThought Financial Partners
Florida
$271K +$3.44K +20 +1%
HCPC
371
Hamilton Capital Partners (Canada)
$269K -$8.24K -48 -3%
CIBC Asset Management
372
CIBC Asset Management
Ontario, Canada
$266K +$4.64K +27 +2%
Atria Wealth Solutions
373
Atria Wealth Solutions
New York
$263K +$172 +1 +0.1%
FA
374
Fedenia Advisers
Wisconsin
$262K -$8.24K -48 -3%
SWA
375
Serenus Wealth Advisors
California
$260K – – –