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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
401
Okabena Investment Services
Minnesota
$249K – – –
RWM
402
Ritholtz Wealth Management
New York
$248K -$2.69K -16 -1%
SC
403
SummitTX Capital
Texas
$235K +$220K +1,308 New
MYAM
404
Meiji Yasuda Asset Management
Japan
$233K – – –
SCM
405
SCS Capital Management
Massachusetts
$231K -$11.6K -69 -5%
1C
406
111 Capital
France
$231K +$216K +1,286 New
OIA
407
OneDigital Investment Advisors
Kansas
$228K -$5.71K -34 -3%
JFG
408
Jefferies Financial Group
New York
$228K -$1.12M -6,641 -84%
PA
409
Profund Advisors
Maryland
$224K -$12.6K -75 -6%
MA
410
Mutual Advisors
Nebraska
$222K +$191K +1,135 New
SAM
411
Strategy Asset Managers
California
$222K -$1.01K -6 -0.5%
GRP
412
Global Retirement Partners
California
$220K +$205K +1,221 New
ICP
413
Impact Capital Partners
Colorado
$220K -$13.8K -82 -6%
RS
414
R Squared
Hong Kong
$220K -$104K -621 -34%
MAS
415
Meeder Advisory Services
Ohio
$217K +$203K +1,208 New
OFO
416
OneAscent Family Office
Alabama
$215K +$200K +1,193 New
CC
417
Corton Capital
Ontario, Canada
$214K -$27K -161 -12%
MCM
418
Manchester Capital Management
Vermont
$214K – – –
JIC
419
Johnson Investment Counsel
Ohio
$212K +$198K +1,176 New
MSAM
420
Moloney Securities Asset Management
Missouri
$211K -$39.5K -235 -17%
FFM
421
Forum Financial Management
Illinois
$205K +$192K +1,141 New
IAA
422
Independent Advisor Alliance
North Carolina
$205K +$192K +1,141 New
HIS
423
Harvest Investment Services
Illinois
$205K +$191K +1,139 New
C
424
Covestor
United Kingdom
$204K +$24.5K +146 +15%
MFAM
425
Motley Fool Asset Management
Virginia
$203K +$190K +1,130 New
15 16
17
18 19