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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$54.7K +$60.2K +408 New
TCOT
402
Trust Company of Toledo
Ohio
$47.1K +$23.6K +160 +84%
EA
403
Emerald Advisers
Pennsylvania
$46.3K – – –
TSMHT
404
Thurston Springer Miller Herd & Titak
Indiana
$44.8K – – –
PTC
405
Private Trust Company
Ohio
$40.1K +$20.1K +136 +83%
SCM
406
Silvant Capital Management
Georgia
$37.6K +$41.3K +280 New
Vanguard National Trust
407
Vanguard National Trust
Pennsylvania
$34.9K – – –
PPC
408
Park Place Capital
Alabama
$34.2K -$44K -298 -54%
FFA
409
Farther Finance Advisors
California
$34K -$6.34K -43 -14%
SC
410
Steph & Co
Wisconsin
$31.4K -$109K -740 -76%
CIAS
411
CBIZ Investment Advisory Services
Ohio
$30.9K – – –
BCWM
412
Bartlett & Co Wealth Management
Ohio
$29.1K – – –
PFBT
413
Parkside Financial Bank & Trust
Missouri
$28.7K -$1.18K -8 -4%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$26.8K -$14.5K -98 -33%
PWA
415
Physician Wealth Advisors
Utah
$26.8K -$443 -3 -1%
BC
416
Bayforest Capital
United Kingdom
$24.4K -$25.4K -172 -49%
MCA
417
McGuire Capital Advisors
Oklahoma
$24.1K -$39.2K -266 -60%
TFA
418
Transamerica Financial Advisors
Florida
$23.1K -$38.5K -261 -60%
Nomura Asset Management
419
Nomura Asset Management
Japan
$22.8K – – –
AWM
420
Ameliora Wealth Management
Switzerland
$22.7K – – –
PUI
421
Purpose Unlimited Inc
$22.4K +$24.3K +165 New
OC
422
Oakworth Capital
Alabama
$22.1K – – –
MEG
423
Millstone Evans Group
Colorado
$20.8K – – –
GSWM
424
Golden State Wealth Management
California
$20.8K – – –
SIC
425
SJS Investment Consulting
Ohio
$20.5K +$21.4K +145 +1,813%