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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
TI
376
TrueMark Investments
Illinois
$256K +$272K +1,584 New
Fifth Third Wealth Advisors
377
Fifth Third Wealth Advisors
Ohio
$250K +$859 +5 +0.3%
Callan Family Office
378
Callan Family Office
Pennsylvania
$242K +$14.9K +87 +6%
CFM
379
Crawford Fund Management
Massachusetts
$242K +$258K +1,500 New
Bessemer Group
380
Bessemer Group
New Jersey
$242K -$22K -128 -8%
TFS
381
Thoroughbred Financial Services
Tennessee
$241K – – –
OWM
382
OneAscent Wealth Management
Alabama
$240K -$16.1K -94 -6%
HKIMG
383
Hutchens & Kramer Investment Management Group
Indiana
$239K – – –
RCAG
384
Rehmann Capital Advisory Group
Michigan
$239K -$41.7K -243 -14%
RP
385
Riverwater Partners
Wisconsin
$235K -$174K -1,014 -41%
CBA
386
Coastal Bridge Advisors
Connecticut
$234K +$249K +1,451 New
Diversify Wealth Management
387
Diversify Wealth Management
Utah
$231K +$244K +1,423 New
SWM
388
Scissortail Wealth Management
Oklahoma
$227K – – –
MSAM
389
Moloney Securities Asset Management
Missouri
$227K -$12.4K -72 -5%
PA
390
PFW Advisors
Georgia
$226K – – –
Ritholtz Wealth Management
391
Ritholtz Wealth Management
New York
$225K +$859 +5 +0.4%
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$224K – – –
BMWM
393
Brown Miller Wealth Management
Virginia
$224K +$238K +1,385 New
OIS
394
Okabena Investment Services
Minnesota
$223K – – –
UMB Bank
395
UMB Bank
Missouri
$222K +$80.7K +470 +52%
SCS Capital Management
396
SCS Capital Management
Massachusetts
$219K +$233K +1,355 New
CC
397
Corton Capital
Ontario, Canada
$218K +$232K +1,352 New
WAG
398
Wallace Advisory Group
California
$215K +$212K +1,236 New
Profund Advisors
399
Profund Advisors
Maryland
$213K -$1.03K -6 -0.5%
SG Americas Securities
400
SG Americas Securities
New York
$213K -$2.88M -16,760 -93%