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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
451
Arlington Trust
Alabama
$9.72K – – –
HIA
452
Harbor Investment Advisory
Maryland
$8.68K – – –
LFG
453
Larson Financial Group
Missouri
$8.51K – – –
WT
454
Washington Trust
Rhode Island
$8.35K -$1.23K -7 -13%
CFB
455
Cullen/Frost Bankers
Texas
$7.67K +$7.75K +44 New
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.63K -$1.94K -11 -21%
TPCW
457
TD Private Client Wealth
New York
$7.47K -$46.1K -262 -86%
VCM
458
Versant Capital Management
Arizona
$7.47K -$8.98K -51 -54%
OLVIG
459
Oliver Lagore Vanvalin Investment Group
Michigan
$7.29K – – –
RWS
460
Retirement Wealth Solutions
Wisconsin
$7.02K +$7.4K +42 New
HWM
461
Hemington Wealth Management
Virginia
$7K +$2.82K +16 +64%
AAP
462
Arax Advisory Partners
Colorado
$6.95K – – –
JWA
463
JFS Wealth Advisors
Pennsylvania
$6.77K – – –
CWC
464
Carolinas Wealth Consulting
North Carolina
$6.43K -$704 -4 -10%
TCM
465
TD Capital Management
Tennessee
$6.1K +$6.16K +35 New
MAS
466
MPWM Advisory Solutions
Georgia
$6.08K +$6.16K +35 New
CA
467
CoreCap Advisors
Michigan
$5.9K – – –
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$5.9K +$3.17K +18 +113%
WA
469
Whipplewood Advisors
Colorado
$5.56K +$5.63K +32 New
WIM
470
Westside Investment Management
California
$5.56K – – –
NSIM
471
North Star Investment Management
Illinois
$5.05K +$5.11K +29 New
SS
472
Sunbelt Securities
Texas
$5.04K – – –
RWM
473
Ruedi Wealth Management
Illinois
$5.04K – – –
KIM
474
Kestra Investment Management
Texas
$4.72K +$4.75K +27 New
FWA
475
FSC Wealth Advisors
New York
$4.51K – – –
17 18
19
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