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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
CH
501
Cromwell Holdings
Wyoming
$1.07K – – –
MB
502
MidFirst Bank
Oklahoma
$1.07K – – –
WA
503
Whipplewood Advisors
Colorado
$939 -$1.77K -12 -63%
HIA
504
HFM Investment Advisors
New Jersey
$939 +$590 +4 +133%
PWA
505
Principia Wealth Advisory
Texas
$805 -$148 -1 -14%
CFM
506
Cornerstone Financial Management
Massachusetts
$671 -$590 -4 -44%
CFD
507
Creative Financial Designs
Indiana
$671 – – –
MAM
508
Marquette Asset Management
Minnesota
$537 -$443 -3 -43%
ACA
509
American Capital Advisory
Idaho
$537 -$148 -1 -20%
BIM
510
Breakwater Investment Management
Washington
$537 – – –
LI
511
LRI Investments
Florida
$402 +$443 +3 New
DF
512
DecisionPoint Financial
Arizona
$276 +$295 +2 New
FMP
513
Financial Management Professionals
Texas
$268 – – –
HFS
514
Hughes Financial Services
Virginia
$268 +$148 +1 +100%
QWM
515
Quaker Wealth Management
New Jersey
$135 – – –
TFM
516
TFC Financial Management
Massachusetts
$135 – – –
MCA
517
Maryland Capital Advisors
Maryland
$135 +$148 +1 New
CIAM
518
Caitong International Asset Management
Hong Kong
$134 +$148 +1 New
RCM
519
Raleigh Capital Management
North Carolina
$9 -$2.8K -19 Closed
NAMI
520
Nomura Asset Management International
Pennsylvania
– -$54.5M -379,183 Closed
CAM
521
Congress Asset Management
Massachusetts
– -$33.5M -232,980 Closed
RG
522
Renaissance Group
Kentucky
– -$21.7M -151,275 Closed
Balyasny Asset Management
523
Balyasny Asset Management
Illinois
– -$16.7M -116,331 Closed
ACH
524
ArrowMark Colorado Holdings
Colorado
– -$12.1M -84,086 Closed
EP
525
Edgestream Partners
New Jersey
– -$7.95M -55,338 Closed