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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
WB
451
Webster Bank
Connecticut
$7.78K +$8.56K +58 New
CPG
452
Cornerstone Planning Group
New Jersey
$7.78K -$2.36K -16 -22%
APFP
453
Action Point Financial Planning
Michigan
$7.38K +$8.85K +60 New
TWD
454
True Wealth Design
Ohio
$7.24K +$7.97K +54 New
BW
455
Basepoint Wealth
Iowa
$6.97K – – –
T
456
Tidemark
California
$6.84K +$7.53K +51 New
NWS
457
Nvest Wealth Strategies
Ohio
$6.71K – – –
JWA
458
JFS Wealth Advisors
Pennsylvania
$6.3K -$1.33K -9 -16%
EF
459
Entrust Financial
Pennsylvania
$6.17K – – –
ADL
460
Asset Dedication LLC
California
$5.9K – – –
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$5.9K – – –
IAIM
462
International Assets Investment Management
Florida
$5.79K +$1.33K +9 +27%
Optiver Holding
463
Optiver Holding
Netherlands
$5.77K +$6.34K +43 New
SS
464
SBI Securities
Japan
$5.63K – – –
ANBT
465
American National Bank & Trust
Texas
$4.83K – – –
TCM
466
TD Capital Management
Tennessee
$4.82K -$2.95K -20 -36%
MAS
467
MPWM Advisory Solutions
Georgia
$4.7K – – –
CMA
468
Cedar Mountain Advisors
Oregon
$4.43K – – –
NSIM
469
North Star Investment Management
Illinois
$3.99K -$3.39K -23 -43%
WTA
470
Washington Trust Advisors
Massachusetts
$3.78K – – –
IA
471
IFG Advisory
Georgia
$3.76K +$4.13K +28 New
BW
472
Bravera Wealth
North Dakota
$3.62K – – –
RIL
473
Rothschild Investment LLC
Illinois
$3.62K +$1.62K +11 +69%
PP
474
PFS Partners
New Jersey
$3.54K – – –
SGK
475
Steigerwald Gordon & Koch
Virginia
$3.49K – – –