We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Concurrent Investment Advisors
Florida
$328K +$58.1K +353 +18%
TW
352
Trajan Wealth
Arizona
$327K +$88.2K +536 +31%
PAG
353
Private Advisor Group
New Jersey
$322K +$658 +4 +0.2%
MOS
354
MGO One Seven
Ohio
$318K +$41.6K +253 +13%
AI
355
Accredited Investors
Minnesota
$315K -$692K -4,207 -66%
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$315K -$17.8K -108 -5%
ProShare Advisors
357
ProShare Advisors
Maryland
$313K -$1.15K -7 -0.3%
ACM
358
Aquatic Capital Management
Illinois
$311K -$320K -1,943 -47%
FTWA
359
Fifth Third Wealth Advisors
Ohio
$306K +$94.9K +577 +37%
BFM
360
Boothbay Fund Management
New York
$301K +$39.2K +238 +13%
LWAM
361
Legacy Wealth Asset Management
Minnesota
$298K +$6.09K +37 +2%
CAM
362
Cresset Asset Management
Illinois
$298K -$830K -5,047 -71%
GT
363
Glenmede Trust
Pennsylvania
$298K +$7.4K +45 +2%
ITG
364
Index Technologies Group
New York
$292K +$21.7K +132 +7%
GIA
365
Gateway Investment Advisers
Ohio
$291K +$334K +2,029 New
VF
366
Vista Finance
Missouri
$291K -$15.8K -96 -5%
AHL
367
Abel Hall LLC
Louisiana
$291K +$333K +2,023 New
DWM
368
Diversify Wealth Management
Utah
$288K +$90.5K +550 +42%
UB
369
UMB Bank
Missouri
$283K -$16.8K -102 -5%
AWA
370
Argos Wealth Advisors
California
$277K
MFS
371
Mirabella Financial Services
United Kingdom
$275K -$165K -1,001 -34%
AU
372
AlphaGrep UK
$274K +$314K +1,910 New
Commonwealth Equity Services
373
Commonwealth Equity Services
Massachusetts
$274K +$7.9K +48 +3%
BEI
374
Benjamin Edwards Inc
Missouri
$274K -$51.3K -312 -14%
IFU
375
iSAM Funds (UK)
United Kingdom
$271K +$310K +1,885 New