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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
VF
376
Virtu Financial
New York
$269K -$507K -3,084 -62%
SGWP
377
Sun Group Wealth Partners
California
$268K +$307K +1,869 New
Shelton Capital Management
378
Shelton Capital Management
Colorado
$260K – – –
ICA
379
Infrastructure Capital Advisors
New York
$260K +$39.2K +238 +15%
Allspring Global Investments
380
Allspring Global Investments
North Carolina
$259K +$71.9K +437 +31%
Quadrant Capital Group
381
Quadrant Capital Group
Ohio
$254K -$72.5K -441 -20%
Kestra Private Wealth Services
382
Kestra Private Wealth Services
Texas
$254K -$1.48K -9 -0.5%
RP
383
Riverwater Partners
Wisconsin
$252K +$48K +292 +20%
Cassaday & Co Wealth Management
384
Cassaday & Co Wealth Management
Virginia
$251K -$4.11K -25 -1%
HCPC
385
Hamilton Capital Partners (Canada)
$248K – – –
Evergreen Capital Management
386
Evergreen Capital Management
Washington
$247K +$71.1K +432 +34%
SWA
387
SFMG Wealth Advisors
Texas
$246K – – –
NP
388
Nilsine Partners
Colorado
$245K +$252K +1,531 New
DRW Securities
389
DRW Securities
Illinois
$244K +$279K +1,697 New
NewEdge Wealth
390
NewEdge Wealth
Pennsylvania
$242K -$15.8K -96 -5%
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$236K – – –
HB Wealth Management
392
HB Wealth Management
Georgia
$234K +$22.4K +136 +9%
AlTi Global
393
AlTi Global
New York
$233K -$9.38K -57 -3%
SWA
394
Serenus Wealth Advisors
California
$231K – – –
Exchange Traded Concepts
395
Exchange Traded Concepts
Oklahoma
$228K -$2.62M -15,957 -91%
North Dakota State Investment Board
396
North Dakota State Investment Board
North Dakota
$227K -$54.8K -333 -17%
KBC Group
397
KBC Group
Belgium
$224K – – –
Nisa Investment Advisors
398
Nisa Investment Advisors
Missouri
$219K +$13.3K +81 +6%
Arkadios Wealth Advisors
399
Arkadios Wealth Advisors
Georgia
$215K -$24K -146 -9%
EW
400
Evoke Wealth
California
$205K -$22.2K -135 -9%