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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Ritholtz Wealth Management
New York
$270K +$28.8K +157 +11%
AFP
402
Ausdal Financial Partners
Iowa
$266K +$85K +463 +43%
IIM
403
INTECH Investment Management
Florida
$265K -$1.56M -8,498 -85%
MG
404
Marex Group
$262K +$276K +1,502 New
HWM
405
HB Wealth Management
Georgia
$260K +$60K +327 +28%
TSS
406
Two Sigma Securities
New York
$260K +$273K +1,490 New
Allspring Global Investments
407
Allspring Global Investments
North Carolina
$258K +$258K +1,407 New
WA
408
Waverly Advisors
Alabama
$256K +$269K +1,467 New
RP
409
Riverwater Partners
Wisconsin
$254K +$367 +2 +0.1%
Nisa Investment Advisors
410
Nisa Investment Advisors
Missouri
$252K +$734 +4 +0.3%
FFP
411
FourThought Financial Partners
Florida
$247K -$6.42K -35 -2%
JRPIM
412
Journey Retirement Planning & Investment Management
Idaho
$246K +$259K +1,413 New
1C
413
111 Capital
France
$244K +$257K +1,402 New
Lido Advisors
414
Lido Advisors
California
$244K +$23.1K +126 +12%
OIS
415
Okabena Investment Services
Minnesota
$241K
FFM
416
Forum Financial Management
Illinois
$236K -$3.67K -20 -1%
MFG
417
Merit Financial Group
Georgia
$235K -$141K -766 -36%
DWM
418
Diversify Wealth Management
Utah
$234K +$2.2K +12 +0.9%
CA
419
Clearstead Advisors
Ohio
$234K +$173K +945 +237%
OWM
420
OneAscent Wealth Management
Alabama
$230K -$54.3K -296 -18%
JFG
421
Jefferies Financial Group
New York
$229K -$11.2K -61 -4%
C
422
Covestor
United Kingdom
$227K -$9.54K -52 -4%
BAM
423
Blueshift Asset Management
New Jersey
$225K +$238K +1,294 New
National Bank of Canada
424
National Bank of Canada
Quebec, Canada
$225K +$237K +1,292 New
ECM
425
Evergreen Capital Management
Washington
$224K -$111K -605 -32%