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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
501
JFS Wealth Advisors
Pennsylvania
$7.2K +$168 +1 +3%
FNWA
502
Financial Network Wealth Advisors
Utah
$6.87K
OLVIG
503
Oliver Lagore Vanvalin Investment Group
Michigan
$6.78K +$7.06K +42 New
TPWA
504
Twin Peaks Wealth Advisors
California
$6.77K +$5.88K +35 New
TCM
505
TD Capital Management
Tennessee
$6.36K
MAS
506
MPWM Advisory Solutions
Georgia
$6.3K
TPCW
507
TD Private Client Wealth
New York
$6.12K -$3.53K -21 -38%
NSIM
508
North Star Investment Management
Illinois
$5.27K
SS
509
Sunbelt Securities
Texas
$5.04K
PP
510
PFS Partners
New Jersey
$4.68K +$4.37K +26 New
RWS
511
Retirement Wealth Solutions
Wisconsin
$4.67K
BAM
512
Bellevue Asset Management
Washington
$4.32K
NC
513
NewSquare Capital
Pennsylvania
$4.14K -$336 -2 -8%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$3.78K -$5.21K -31 -60%
PWMG
515
Private Wealth Management Group
New Jersey
$3.78K
WA
516
Whipplewood Advisors
Colorado
$3.42K -$14.3K -85 -82%
CIA
517
Cape Investment Advisory
Georgia
$3.42K +$3.19K +19 New
WB
518
Webster Bank
Connecticut
$3.06K +$2.86K +17 New
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K
HCM
520
Hollencrest Capital Management
California
$2.52K
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$2.34K
HWP
522
Highline Wealth Partners
California
$2.34K
HIIFS
523
Harel Insurance Investments & Financial Services
Israel
$2K -$13.4K -80 -87%
TWD
524
True Wealth Design
Ohio
$1.98K
HNW
525
High Note Wealth
Minnesota
$1.98K +$1.85K +11 New