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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
376
Key Financial Inc
Pennsylvania
$9.04K – – –
IC
377
Innealta Capital
Texas
$8.36K +$8.12K +62 New
BWL
378
Bogart Wealth LLC
Virginia
$8.23K – – –
FFC
379
First Financial Corp
Indiana
$8.09K – – –
RWM
380
Ruedi Wealth Management
Illinois
$7.82K +$7.59K +58 New
AT
381
Arlington Trust
Alabama
$7.55K – – –
WT
382
Washington Trust
Rhode Island
$6.97K – – –
HIA
383
Harbor Investment Advisory
Maryland
$6.74K +$6.54K +50 New
LFG
384
Larson Financial Group
Missouri
$6.61K – – –
PCWA
385
Pacific Capital Wealth Advisors
California
$6.47K – – –
AAP
386
Arax Advisory Partners
Colorado
$6.07K -$131 -1 -2%
OLVIG
387
Oliver Lagore Vanvalin Investment Group
Michigan
$5.66K – – –
CWC
388
Carolinas Wealth Consulting
North Carolina
$5.53K -$1.05K -8 -16%
JWA
389
JFS Wealth Advisors
Pennsylvania
$5.13K – – –
QC
390
Quent Capital
New York
$5.13K – – –
FFA
391
Frazier Financial Advisors
Ohio
$4.45K +$4.32K +33 New
WIM
392
Westside Investment Management
California
$4.32K +$4.19K +32 New
CFB
393
Cullen/Frost Bankers
Texas
$4.05K – – –
SS
394
Sunbelt Securities
Texas
$3.91K – – –
NMM
395
Naples Money Management
Florida
$3.79K – – –
FWA
396
FSC Wealth Advisors
New York
$3.51K +$3.4K +26 New
FPF
397
First Pacific Financial
Washington
$3.24K +$3.14K +24 New
BAM
398
Bellevue Asset Management
Washington
$3.24K – – –
PWMG
399
Private Wealth Management Group
New Jersey
$2.83K – – –
TAM
400
Tucker Asset Management
Colorado
$2.83K +$2.36K +18 +600%
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16
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