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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
376
SFMG Wealth Advisors
Texas
$309K +$840 +5 +0.3%
EW
377
Evoke Wealth
California
$308K -$810K -4,821 -74%
DWM
378
Diversify Wealth Management
Utah
$306K +$26.7K +159 +11%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$306K +$37K +220 +15%
IA
380
IFP Advisors
Florida
$303K +$672 +4 +0.2%
AWM
381
AE Wealth Management
Kansas
$302K -$27.9K -166 -9%
VFA
382
Voya Financial Advisors
Connecticut
$302K -$68.9K -410 -20%
HCPC
383
Hamilton Capital Partners (Canada)
$300K
CIBC Asset Management
384
CIBC Asset Management
Ontario, Canada
$296K
SWA
385
Serenus Wealth Advisors
California
$290K
FA
386
Fedenia Advisers
Wisconsin
$287K -$5.04K -30 -2%
QCM
387
Qsemble Capital Management
New York
$286K +$267K +1,587 New
OWM
388
OneAscent Wealth Management
Alabama
$283K +$14.6K +87 +6%
BMWM
389
Brown Miller Wealth Management
Virginia
$280K +$28.9K +172 +12%
FTWA
390
Fifth Third Wealth Advisors
Ohio
$279K +$504 +3 +0.2%
Bessemer Group
391
Bessemer Group
New Jersey
$270K -$336 -2 -0.1%
HKIMG
392
Hutchens & Kramer Investment Management Group
Indiana
$265K -$3.36K -20 -1%
RP
393
Riverwater Partners
Wisconsin
$262K +$336 +2 +0.1%
OFS
394
OneAscent Financial Services
Alabama
$259K -$293K -1,742 -55%
Nisa Investment Advisors
395
Nisa Investment Advisors
Missouri
$258K +$7.73K +46 +3%
SWM
396
Scissortail Wealth Management
Oklahoma
$253K
UB
397
UMB Bank
Missouri
$252K +$5.21K +31 +2%
PA
398
PFW Advisors
Georgia
$252K
SLAM
399
Swiss Life Asset Management
$251K +$235K +1,397 New
KBC Group
400
KBC Group
Belgium
$250K -$153K -908 -40%