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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
NW
376
NewEdge Wealth
Pennsylvania
$310K +$367 +2 +0.1%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$309K +$150K +819 +86%
KPWS
378
Kestra Private Wealth Services
Texas
$309K -$802K -4,367 -71%
CCWM
379
Cassaday & Co Wealth Management
Virginia
$308K -$6.61K -36 -2%
AWM
380
Axxcess Wealth Management
California
$307K -$216K -1,176 -40%
BMWM
381
Brown Miller Wealth Management
Virginia
$307K +$7.53K +41 +2%
LCM
382
Legato Capital Management
California
$305K +$321K +1,750 New
GRP
383
Global Retirement Partners
California
$303K +$60.4K +329 +23%
TW
384
Trajan Wealth
Arizona
$303K -$17.3K -94 -5%
HCPC
385
Hamilton Capital Partners (Canada)
$301K +$11.4K +62 +4%
SWA
386
SFMG Wealth Advisors
Texas
$299K
IA
387
IFP Advisors
Florida
$295K +$13.2K +72 +4%
AG
388
AlTi Global
New York
$292K +$308K +1,677 New
VAS
389
Vestmark Advisory Solutions
Massachusetts
$289K -$180K -982 -37%
FA
390
Fedenia Advisers
Wisconsin
$288K +$3.12K +17 +1%
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$286K
Mitsubishi UFJ Trust & Banking
392
Mitsubishi UFJ Trust & Banking
Japan
$286K +$302K +1,644 New
AWA
393
Arkadios Wealth Advisors
Georgia
$286K +$37.3K +203 +14%
BIG
394
Brooklyn Investment Group
New York
$285K +$295K +1,608 New
SWA
395
Serenus Wealth Advisors
California
$280K
ICA
396
Infrastructure Capital Advisors
New York
$274K
AIM
397
Advyzon Investment Management
Illinois
$273K +$93.6K +510 +48%
EW
398
Evoke Wealth
California
$272K -$29.6K -161 -9%
KBC Group
399
KBC Group
Belgium
$271K
FTWA
400
Fifth Third Wealth Advisors
Ohio
$271K +$551 +3 +0.2%