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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Activest Wealth Management
Florida
$2.75K +$2.92K +17 New
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K
CA
503
Continuum Advisory
Idaho
$2.42K
HCM
504
Hollencrest Capital Management
California
$2.26K
SIC
505
Salem Investment Counselors
North Carolina
$2.26K
DPW
506
DiNuzzo Private Wealth
Pennsylvania
$2.1K +$172 +1 +8%
HWP
507
Highline Wealth Partners
California
$2.1K +$2.23K +13 New
TWD
508
True Wealth Design
Ohio
$1.78K +$1.89K +11 New
HI
509
Horizon Investments
North Carolina
$1.78K
SIC
510
SJS Investment Consulting
Ohio
$1.61K
HCP
511
Hexagon Capital Partners
Arkansas
$1.61K +$172 +1 +11%
PCTC
512
Perkins Coie Trust Company
Washington
$969 +$1.03K +6 New
SC
513
SouthState Corp
Florida
$969 +$1.03K +6 New
WCM
514
WealthTrak Capital Management
Virginia
$808
CFO
515
CVA Family Office
Colorado
$808 +$859 +5 New
HFS
516
Hughes Financial Services
Virginia
$492 +$515 +3 New
S
517
Sachetta
Massachusetts
$485
FMP
518
Financial Management Professionals
Texas
$323
PWM
519
Parkworth Wealth Management
California
$323
RIL
520
Rothschild Investment LLC
Illinois
$323 +$172 +1 +100%
ACA
521
American Capital Advisory
Idaho
$323 +$344 +2 New
BHWM
522
Bay Harbor Wealth Management
Maryland
$323 +$344 +2 New
HIA
523
HFM Investment Advisors
New Jersey
$323 +$344 +2 New
TFM
524
TFC Financial Management
Massachusetts
$162
MCM
525
MV Capital Management
Maryland
$162 +$172 +1 New