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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
476
Zions Bancorporation, National Association
Utah
$3.08K -$2.8K -19 -45%
SGFG
477
Silver Grove Financial Group
New York
$3.08K +$3.39K +23 New
FDW
478
Fourth Dimension Wealth
Ohio
$2.95K – – –
PWMG
479
Private Wealth Management Group
New Jersey
$2.82K – – –
TWC
480
TD Waterhouse Canada
Ontario, Canada
$2.76K – – –
CIA
481
Cape Investment Advisory
Georgia
$2.68K +$2.95K +20 New
CFO
482
CVA Family Office
Colorado
$2.15K -$8.56K -58 -78%
BFS
483
Bare Financial Services
Pennsylvania
$2.15K -$590 -4 -20%
CCMI
484
Creative Capital Management Investments
California
$2.01K +$2.21K +15 New
HCM
485
Hollencrest Capital Management
California
$1.88K – – –
RWS
486
Retirement Wealth Solutions
Wisconsin
$1.78K – – –
CA
487
CoreCap Advisors
Michigan
$1.74K +$590 +4 +44%
SWM
488
SHP Wealth Management
Massachusetts
$1.74K +$590 +4 +44%
DPW
489
DiNuzzo Private Wealth
Pennsylvania
$1.61K – – –
FCAS
490
First Command Advisory Services
Texas
$1.61K – – –
MCM
491
Manchester Capital Management
Vermont
$1.48K – – –
B
492
Bayban
Minnesota
$1.48K – – –
IRC
493
Investors Research Corp
Georgia
$1.48K – – –
QC
494
Quent Capital
New York
$1.34K -$7.97K -54 -84%
BHWM
495
Bay Harbor Wealth Management
Maryland
$1.21K +$295 +2 +29%
RF
496
Rossby Financial
Florida
$1.21K +$443 +3 +50%
RWM
497
Rialto Wealth Management
New York
$1.07K -$885 -6 -43%
CH
498
Cromwell Holdings
Wyoming
$1.07K – – –
MB
499
MidFirst Bank
Oklahoma
$1.07K – – –
WA
500
Whipplewood Advisors
Colorado
$939 -$1.77K -12 -63%
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