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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
476
North Star Investment Management
Illinois
$7.55K +$3.95K +24 +83%
BW
477
Basepoint Wealth
Iowa
$7.42K +$165 +1 +2%
NWS
478
Nvest Wealth Strategies
Ohio
$7.18K – – –
EF
479
Entrust Financial
Pennsylvania
$6.61K – – –
ADL
480
Asset Dedication LLC
California
$6.32K – – –
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$6.32K – – –
SS
482
SBI Securities
Japan
$6.03K – – –
ZBNA
483
Zions Bancorporation, National Association
Utah
$6.03K +$6.91K +42 New
KFAS
484
Keating Financial Advisory Services
Kansas
$5.75K +$4.93K +30 +300%
WCM
485
Westend Capital Management
California
$5.6K -$329 -2 -5%
ANBT
486
American National Bank & Trust
Texas
$5.17K – – –
MAS
487
MPWM Advisory Solutions
Georgia
$5.03K – – –
CMA
488
Cedar Mountain Advisors
Oregon
$4.74K +$5.43K +33 New
IAIM
489
International Assets Investment Management
Florida
$4.65K – – –
TPWA
490
Twin Peaks Wealth Advisors
California
$4.6K +$5.26K +32 New
S
491
Sachetta
Massachusetts
$4.31K +$4.44K +27 +900%
SS
492
Sunbelt Securities
Texas
$4.17K – – –
WTA
493
Washington Trust Advisors
Massachusetts
$4.05K -$494 -3 -10%
BW
494
Bravera Wealth
North Dakota
$3.88K -$658 -4 -13%
EWP
495
Elevation Wealth Partners
California
$3.88K +$4.44K +27 New
PP
496
PFS Partners
New Jersey
$3.77K – – –
SGK
497
Steigerwald Gordon & Koch
Virginia
$3.73K – – –
SIS
498
Sound Income Strategies
Florida
$3.67K – – –
CTC
499
Central Trust Company
Missouri
$3.3K +$3.78K +23 New
FDW
500
Fourth Dimension Wealth
Ohio
$3.16K -$190K -1,153 -98%
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