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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
AB
351
ANB Bank
Colorado
$376K -$6.27K -32 -2%
MGO One Seven
352
MGO One Seven
Ohio
$375K -$12.5K -64 -3%
Cassaday & Co Wealth Management
353
Cassaday & Co Wealth Management
Virginia
$371K +$4.51K +23 +1%
HKIMG
354
Hutchens & Kramer Investment Management Group
Indiana
$367K +$64.1K +327 +22%
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$364K -$40.2K -205 -10%
EW
356
Evoke Wealth
California
$354K +$2.94K +15 +0.9%
BMWM
357
Brown Miller Wealth Management
Virginia
$353K +$32K +163 +10%
SWA
358
SFMG Wealth Advisors
Texas
$352K – – –
AT
359
American Trust
Kentucky
$345K -$47.1K -240 -13%
Bessemer Group
360
Bessemer Group
New Jersey
$343K +$33.5K +171 +11%
HCPC
361
Hamilton Capital Partners (Canada)
$342K – – –
CIBC Asset Management
362
CIBC Asset Management
Ontario, Canada
$338K – – –
FA
363
Fedenia Advisers
Wisconsin
$335K +$8.04K +41 +3%
IFP Advisors
364
IFP Advisors
Florida
$333K -$11.8K -60 -4%
OWM
365
OneAscent Wealth Management
Alabama
$332K +$9.21K +47 +3%
SWA
366
Serenus Wealth Advisors
California
$331K – – –
WAG
367
Wallace Advisory Group
California
$323K -$106K -540 -23%
KBC Group
368
KBC Group
Belgium
$320K +$33.3K +170 +12%
NewEdge Wealth
369
NewEdge Wealth
Pennsylvania
$319K – – –
Fifth Third Wealth Advisors
370
Fifth Third Wealth Advisors
Ohio
$318K – – –
Engineers Gate Manager
371
Engineers Gate Manager
New York
$318K -$2.59M -13,206 -90%
Martingale Asset Management
372
Martingale Asset Management
Massachusetts
$315K -$139K -710 -32%
RP
373
Riverwater Partners
Wisconsin
$299K – – –
LAM
374
Longboard Asset Management
Arizona
$299K +$286K +1,458 New
FFP
375
FourThought Financial Partners
Florida
$298K +$285K +1,453 New