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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
WPG Advisers
Maryland
$2.91K +$2.4K +14 +350%
AWM
502
Activest Wealth Management
Florida
$2.75K +$2.92K +17 New
BCMLT
503
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K – – –
CA
504
Continuum Advisory
Idaho
$2.42K – – –
HCM
505
Hollencrest Capital Management
California
$2.26K – – –
SIC
506
Salem Investment Counselors
North Carolina
$2.26K – – –
DPW
507
DiNuzzo Private Wealth
Pennsylvania
$2.1K +$172 +1 +8%
HWP
508
Highline Wealth Partners
California
$2.1K +$2.23K +13 New
TWD
509
True Wealth Design
Ohio
$1.78K +$1.89K +11 New
HI
510
Horizon Investments
North Carolina
$1.78K – – –
SIC
511
SJS Investment Consulting
Ohio
$1.61K – – –
HCP
512
Hexagon Capital Partners
Arkansas
$1.61K +$172 +1 +11%
PCTC
513
Perkins Coie Trust Company
Washington
$969 +$1.03K +6 New
SC
514
SouthState Corp
Florida
$969 +$1.03K +6 New
WCM
515
WealthTrak Capital Management
Virginia
$808 – – –
CFO
516
CVA Family Office
Colorado
$808 +$859 +5 New
HFS
517
Hughes Financial Services
Virginia
$492 +$515 +3 New
S
518
Sachetta
Massachusetts
$485 – – –
FMP
519
Financial Management Professionals
Texas
$323 – – –
PWM
520
Parkworth Wealth Management
California
$323 – – –
RIL
521
Rothschild Investment LLC
Illinois
$323 +$172 +1 +100%
ACA
522
American Capital Advisory
Idaho
$323 +$344 +2 New
BHWM
523
Bay Harbor Wealth Management
Maryland
$323 +$344 +2 New
HIA
524
HFM Investment Advisors
New Jersey
$323 +$344 +2 New
TFM
525
TFC Financial Management
Massachusetts
$162 – – –