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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
426
Bessemer Group
New Jersey
$19K -$31.1K -211 -60%
FIM
427
FWL Investment Management
Texas
$18.5K – – –
AG
428
AmeriFlex Group
Nevada
$17.8K – – –
CA
429
Clearstead Advisors
Ohio
$16.5K +$9.15K +62 +102%
FFO
430
Fortitude Family Office
Arizona
$16.5K +$1.18K +8 +7%
ABWM
431
Alpine Bank Wealth Management
Colorado
$15.7K +$17.3K +117 New
FPF
432
First Pacific Financial
Washington
$15.6K +$14.6K +99 +582%
WIM
433
Westside Investment Management
California
$15.6K – – –
GSEP
434
Golden State Equity Partners
California
$14K -$7.23K -49 -32%
HWA
435
HHM Wealth Advisors
Tennessee
$13.9K – – –
TFA
436
Toth Financial Advisory
Virginia
$13.4K – – –
First Eagle Investment Management
437
First Eagle Investment Management
New York
$12.1K -$706K -4,785 -98%
CI
438
CX Institutional
Indiana
$12K +$148 +1 +1%
BIA
439
Bell Investment Advisors
California
$11.8K -$590 -4 -4%
CA
440
Crewe Advisors
Utah
$11.5K +$12.7K +86 New
Mitsubishi UFJ Asset Management
441
Mitsubishi UFJ Asset Management
Japan
$10.5K – – –
PP
442
Paladin Partners
Wisconsin
$10.3K – – –
WWM
443
Wolff Wiese Magana
California
$10.1K – – –
QL
444
Quarry LP
New York
$9.66K -$63K -427 -86%
BWL
445
Bogart Wealth LLC
Virginia
$9.12K -$1.03K -7 -9%
WA
446
Westfuller Advisors
New York
$9.03K – – –
KFI
447
Key Financial Inc
Pennsylvania
$8.99K – – –
KFAS
448
Keating Financial Advisory Services
Kansas
$8.99K +$3.98K +27 +68%
LFG
449
Larson Financial Group
Missouri
$8.45K -$1.33K -9 -13%
PWPS
450
Pinnacle Wealth Planning Services
Ohio
$8.32K -$3.54K -24 -28%