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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$16.5K +$9.15K +62 +102%
FFO
427
Fortitude Family Office
Arizona
$16.5K +$1.18K +8 +7%
ABWM
428
Alpine Bank Wealth Management
Colorado
$15.7K +$17.3K +117 New
FPF
429
First Pacific Financial
Washington
$15.6K +$14.6K +99 +582%
WIM
430
Westside Investment Management
California
$15.6K
GSEP
431
Golden State Equity Partners
California
$14K -$7.23K -49 -32%
HWA
432
HHM Wealth Advisors
Tennessee
$13.9K
TFA
433
Toth Financial Advisory
Virginia
$13.4K
First Eagle Investment Management
434
First Eagle Investment Management
New York
$12.1K -$706K -4,785 -98%
CI
435
CX Institutional
Indiana
$12K +$148 +1 +1%
BIA
436
Bell Investment Advisors
California
$11.8K -$590 -4 -4%
CA
437
Crewe Advisors
Utah
$11.5K +$12.7K +86 New
Mitsubishi UFJ Asset Management
438
Mitsubishi UFJ Asset Management
Japan
$10.5K
PP
439
Paladin Partners
Wisconsin
$10.3K
WWM
440
Wolff Wiese Magana
California
$10.1K
QL
441
Quarry LP
New York
$9.66K -$63K -427 -86%
BWL
442
Bogart Wealth LLC
Virginia
$9.12K -$1.03K -7 -9%
WA
443
Westfuller Advisors
New York
$9.03K
KFI
444
Key Financial Inc
Pennsylvania
$8.99K
KFAS
445
Keating Financial Advisory Services
Kansas
$8.99K +$3.98K +27 +68%
LFG
446
Larson Financial Group
Missouri
$8.45K -$1.33K -9 -13%
PWPS
447
Pinnacle Wealth Planning Services
Ohio
$8.32K -$3.54K -24 -28%
WB
448
Webster Bank
Connecticut
$7.78K +$8.56K +58 New
CPG
449
Cornerstone Planning Group
New Jersey
$7.78K -$2.36K -16 -22%
APFP
450
Action Point Financial Planning
Michigan
$7.38K +$8.85K +60 New