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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
401
Impact Capital Partners
Colorado
$247K -$3.53K -18 -1%
FDW
402
Fourth Dimension Wealth
Ohio
$246K +$58.8K +300 +33%
JIC
403
Johnson Investment Counsel
Ohio
$245K +$2.94K +15 +1%
SAM
404
Strategy Asset Managers
California
$244K -$9.21K -47 -4%
KWM
405
Kingsview Wealth Management
Oregon
$243K +$232K +1,183 New
SAM
406
Smartleaf Asset Management
Massachusetts
$242K +$20.2K +103 +10%
IAA
407
Independent Advisor Alliance
North Carolina
$242K +$7.06K +36 +3%
Verition Fund Management
408
Verition Fund Management
Connecticut
$241K -$1.5M -7,651 -87%
HWM
409
HB Wealth Management
Georgia
$240K +$229K +1,167 New
MSAM
410
Moloney Securities Asset Management
Missouri
$236K -$3.92K -20 -2%
MFAM
411
Motley Fool Asset Management
Virginia
$235K +$3.14K +16 +1%
MAP
412
Moody Aldrich Partners
Massachusetts
$235K +$224K +1,144 New
CL
413
Choreo LLC
Illinois
$234K +$224K +1,142 New
DWM
414
Diversify Wealth Management
Utah
$229K -$58.2K -297 -19%
SC
415
Steph & Co
Wisconsin
$229K +$6.67K +34 +3%
CBA
416
Coastal Bridge Advisors
Connecticut
$228K +$218K +1,110 New
PS
417
Principal Securities
Iowa
$227K -$980 -5 -0.4%
WDC
418
Woodward Diversified Capital
California
$226K +$216K +1,100 New
HNB
419
Huntington National Bank
Ohio
$225K +$7.06K +36 +3%
Lido Advisors
420
Lido Advisors
California
$222K +$212K +1,081 New
LIA
421
LBMC Investment Advisors
Tennessee
$219K +$209K +1,068 New
AFP
422
Ausdal Financial Partners
Iowa
$219K +$209K +1,066 New
AIM
423
Advyzon Investment Management
Illinois
$217K +$208K +1,059 New
FPAS
424
Focus Partners Advisor Solutions
Missouri
$213K +$218K +1,113 New
TC
425
TownSquare Capital
Utah
$212K -$616K -3,140 -75%