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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Anchor Investment Management
South Carolina
$72.7K – – –
Farther Finance Advisors
427
Farther Finance Advisors
California
$64.7K -$101K -588 -60%
Eastern Bank
428
Eastern Bank
Massachusetts
$64.6K +$68.7K +400 New
VCM
429
Versant Capital Management
Arizona
$58.6K +$55K +320 +744%
Emerald Advisers
430
Emerald Advisers
Pennsylvania
$55.7K – – –
TSMHT
431
Thurston Springer Miller Herd & Titak
Indiana
$53.9K +$57.4K +334 New
GSWM
432
Golden State Wealth Management
California
$49.3K – – –
CWP
433
Clark Wealth Partners
Illinois
$44.4K – – –
CIAM
434
Caitong International Asset Management
Hong Kong
$43.1K +$44.7K +260 +3,714%
WWM
435
Wolff Wiese Magana
California
$38.9K – – –
GFPC
436
Global Financial Private Client
Florida
$37.5K +$6.01K +35 +18%
TCTC Holdings
437
TCTC Holdings
Texas
$37.5K +$20.3K +118 +104%
Bartlett & Co Wealth Management
438
Bartlett & Co Wealth Management
Ohio
$35K – – –
CIAS
439
CBIZ Investment Advisory Services
Ohio
$34.7K – – –
Brooklyn Investment Group
440
Brooklyn Investment Group
New York
$33.1K +$35.2K +205 New
PWA
441
Physician Wealth Advisors
Utah
$32.3K – – –
M
442
MOTCO
Texas
$28.9K +$30.7K +179 New
Optiver Holding
443
Optiver Holding
Netherlands
$28.1K +$29.9K +174 New
Nomura Asset Management
444
Nomura Asset Management
Japan
$27.5K – – –
AWM
445
Ameliora Wealth Management
Switzerland
$27.3K – – –
PTC
446
Private Trust Company
Ohio
$27.3K – – –
Bogart Wealth LLC
447
Bogart Wealth LLC
Virginia
$24.5K +$13.7K +80 +111%
FIM
448
FWL Investment Management
Texas
$22.3K – – –
AG
449
AmeriFlex Group
Nevada
$21.3K – – –
PPA
450
Painted Porch Advisors
California
$21.2K – – –