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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
501
Financial Management Professionals
Texas
$347
CSWM
502
Cassady Schiller Wealth Management
Ohio
$347 +$352 +2 New
NC
503
NewSquare Capital
Pennsylvania
$347 +$352 +2 New
PWM
504
Parkworth Wealth Management
California
$347 +$352 +2 New
RIL
505
Rothschild Investment LLC
Illinois
$174
TFM
506
TFC Financial Management
Massachusetts
$174
Millennium Management
507
Millennium Management
New York
-$25.4M -160,499 Closed
Lord, Abbett & Co
508
Lord, Abbett & Co
New Jersey
-$24.2M -153,000 Closed
ACL
509
Azora Capital LP
Florida
-$13.2M -83,722 Closed
WCM
510
Woodson Capital Management
Connecticut
-$6.1M -38,600 Closed
WHGC
511
Wealth High Governance Capital
Brazil
-$3.16M -20,000 Closed
MIM
512
Monashee Investment Management
Massachusetts
-$2.37M -15,000 Closed
SEC
513
Seven Eight Capital
New York
-$944K -5,974 Closed
EAM
514
EFG Asset Management
Oregon
-$924K -5,850 Closed
STA
515
Summit Trail Advisors
New York
-$775K -4,907 Closed
OTL
516
Oak Thistle LLC
New York
-$761K -4,818 Closed
Allspring Global Investments
517
Allspring Global Investments
North Carolina
-$631K -3,994 Closed
PCMH
518
Polymer Capital Management (HK)
Hong Kong
-$506K -3,200 Closed
NC
519
nVerses Capital
Florida
-$442K -2,800 Closed
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
-$428K -2,708 Closed
Marshall Wace
521
Marshall Wace
United Kingdom
-$369K -2,337 Closed
Pzena Investment Management
522
Pzena Investment Management
New York
-$368K -2,329 Closed
IFU
523
iSAM Funds (UK)
United Kingdom
-$347K -2,195 Closed
UFF
524
USA Financial Formulas
Michigan
-$329K -2,082 Closed
I
525
InceptionR
California
-$319K -2,018 Closed