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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Ameliora Wealth Management
Switzerland
$29.3K
PTC
427
Private Trust Company
Ohio
$29.3K +$29.8K +169 New
RA
428
Rise Advisors
New York
$26.6K
LC
429
Lindbrook Capital
California
$24.1K +$176 +1 +0.7%
EBA
430
Eagle Bay Advisors
New York
$24.1K -$7.04K -40 -22%
AG
431
AmeriFlex Group
Nevada
$24K +$23.2K +132 New
FIM
432
FWL Investment Management
Texas
$24K
PPA
433
Painted Porch Advisors
California
$22.7K +$1.06K +6 +5%
TH
434
TCTC Holdings
Texas
$19.8K +$20.1K +114 New
VHAM
435
Van Hulzen Asset Management
California
$18.6K +$18.8K +107 New
HWA
436
HHM Wealth Advisors
Tennessee
$18.1K
MCM
437
MAI Capital Management
Ohio
$17.4K +$17.6K +100 New
SSG
438
Summit Securities Group
New York
$17.4K +$17.6K +100 New
FFO
439
Fortitude Family Office
Arizona
$17.2K
IHWM
440
Iron Horse Wealth Management
Iowa
$16.7K
BIA
441
Bell Investment Advisors
California
$16.5K
WTA
442
Washington Trust Advisors
Massachusetts
$16K -$2.29K -13 -12%
SWM
443
Spire Wealth Management
Virginia
$15.5K +$352 +2 +2%
WSFS
444
Wilmington Savings Fund Society
Delaware
$13.5K +$3.17K +18 +30%
Mitsubishi UFJ Asset Management
445
Mitsubishi UFJ Asset Management
Japan
$13.4K
SS
446
SBI Securities
Japan
$12.7K +$12.9K +73 New
BWL
447
Bogart Wealth LLC
Virginia
$12.5K +$1.94K +11 +18%
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$12K +$12.2K +69 New
CPG
449
Cornerstone Planning Group
New Jersey
$11.7K -$880 -5 -7%
KFI
450
Key Financial Inc
Pennsylvania
$11.6K