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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
351
MGO One Seven
Ohio
$317K +$337K +1,963 New
SFS
352
Sowell Financial Services
Arkansas
$313K +$333K +1,939 New
SCM
353
Shelton Capital Management
Colorado
$311K -$22.5K -131 -6%
CCWM
354
Cassaday & Co Wealth Management
Virginia
$300K -$20.4K -119 -6%
LWAM
355
Legacy Wealth Asset Management
Minnesota
$300K +$319K +1,855 New
TRCT
356
Tower Research Capital (TRC)
New York
$298K -$121K -703 -28%
AWM
357
AE Wealth Management
Kansas
$298K +$317K +1,845 New
RS
358
R Squared
Hong Kong
$297K +$38.5K +224 +14%
BWG
359
Berry Wealth Group
Texas
$297K -$24K -140 -7%
AB
360
ANB Bank
Colorado
$284K +$6.01K +35 +2%
MM
361
MQS Management
New York
$281K +$299K +1,739 New
TC
362
TwinBeech Capital
New York
$277K +$295K +1,718 New
Commonwealth Equity Services
363
Commonwealth Equity Services
Massachusetts
$277K -$7.9K -46 -3%
SWA
364
SFMG Wealth Advisors
Texas
$276K -$172 -1 -0.1%
IA
365
IFP Advisors
Florida
$275K +$116K +673 +67%
PA
366
PharVision Advisers
Florida
$274K +$292K +1,698 New
NWAG
367
Net Worth Advisory Group
Utah
$272K -$66K -384 -19%
JCM
368
J2 Capital Management
Michigan
$272K -$41.9K -244 -13%
FFP
369
FourThought Financial Partners
Florida
$271K +$3.44K +20 +1%
HCPC
370
Hamilton Capital Partners (Canada)
$269K -$8.24K -48 -3%
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$266K +$4.64K +27 +2%
AWS
372
Atria Wealth Solutions
New York
$263K +$172 +1 +0.1%
FA
373
Fedenia Advisers
Wisconsin
$262K -$8.24K -48 -3%
SWA
374
Serenus Wealth Advisors
California
$260K
TI
375
TrueMark Investments
Illinois
$256K +$272K +1,584 New