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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
451
Alpine Bank Wealth Management
Colorado
$18.9K +$20.1K +117 New
MSWA
452
Marshall & Sterling Wealth Advisors
New York
$18.7K +$19.9K +116 New
RA
453
Rise Advisors
New York
$18.4K -$6.7K -39 -25%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$17.4K +$12.7K +74 +218%
HT
455
Headlands Technologies
Illinois
$17.3K +$18.4K +107 New
HWA
456
HHM Wealth Advisors
Tennessee
$16.8K
CPG
457
Cornerstone Planning Group
New Jersey
$16.8K +$7.38K +43 +66%
MCM
458
MAI Capital Management
Ohio
$16.1K
FFO
459
Fortitude Family Office
Arizona
$16K
IHWM
460
Iron Horse Wealth Management
Iowa
$15.5K
WTA
461
Washington Trust Advisors
Massachusetts
$15.4K +$515 +3 +3%
BIA
462
Bell Investment Advisors
California
$15.3K
LFG
463
Larson Financial Group
Missouri
$15K +$7.56K +44 +90%
HIIFS
464
Harel Insurance Investments & Financial Services
Israel
$15K +$15.8K +92 New
Mitsubishi UFJ Asset Management
465
Mitsubishi UFJ Asset Management
Japan
$12.6K
WSFS
466
Wilmington Savings Fund Society
Delaware
$12.6K
SWM
467
Spire Wealth Management
Virginia
$12.4K -$2.06K -12 -13%
KFI
468
Key Financial Inc
Pennsylvania
$10.8K
AAP
469
Arax Advisory Partners
Colorado
$10.7K +$4.47K +26 +65%
CHC
470
City Holding Co
West Virginia
$9.21K +$9.79K +57 New
AT
471
Arlington Trust
Alabama
$9.04K
TPCW
472
TD Private Client Wealth
New York
$8.88K +$2.06K +12 +28%
HIA
473
Harbor Investment Advisory
Maryland
$8.07K
HWM
474
Hemington Wealth Management
Virginia
$8K +$2.23K +13 +32%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$7.36K -$2.92K -17 -25%