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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$60.1K
CWP
452
Clark Wealth Partners
Illinois
$49.5K
BCWM
453
Bartlett & Co Wealth Management
Ohio
$43.2K +$3.86K +23 +11%
TH
454
TCTC Holdings
Texas
$41.7K
CIAS
455
CBIZ Investment Advisory Services
Ohio
$38.9K +$168 +1 +0.5%
SWIG
456
Strategic Wealth Investment Group
Kentucky
$38.9K +$36.3K +216 New
PTC
457
Private Trust Company
Ohio
$38.2K +$7.39K +44 +26%
PWA
458
Physician Wealth Advisors
Utah
$36K
TCOT
459
Trust Company of Toledo
Ohio
$34.4K +$32.1K +191 New
Optiver Holding
460
Optiver Holding
Netherlands
$31.7K +$336 +2 +1%
Nomura Asset Management
461
Nomura Asset Management
Japan
$30.6K
AWM
462
Ameliora Wealth Management
Switzerland
$30.4K
QL
463
Quarry LP
New York
$30.1K -$66.2K -394 -70%
FIM
464
FWL Investment Management
Texas
$24.8K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$24.3K +$4.54K +27 +25%
AG
466
AmeriFlex Group
Nevada
$24.1K
PPA
467
Painted Porch Advisors
California
$23.6K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$23.4K +$1.51K +9 +7%
GSWM
469
Golden State Wealth Management
California
$22.9K -$29.9K -178 -58%
AGWCA
470
Annis Gardner Whiting Capital Advisors
Florida
$21.2K +$19.8K +118 New
ABWM
471
Alpine Bank Wealth Management
Colorado
$21.1K
MSWA
472
Marshall & Sterling Wealth Advisors
New York
$20.9K
RA
473
Rise Advisors
New York
$20.6K
FFO
474
Fortitude Family Office
Arizona
$19.6K +$1.68K +10 +10%
HFM
475
Harvest Fund Management
China
$19K -$69.9K -416 -80%