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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
501
Bell Investment Advisors
California
$15.3K
CA
502
Cresta Advisors
Texas
$14.5K +$15.2K +83 New
Mitsubishi UFJ Asset Management
503
Mitsubishi UFJ Asset Management
Japan
$13.8K
PP
504
Paladin Partners
Wisconsin
$13.4K +$14.1K +77 New
WWM
505
Wolff Wiese Magana
California
$13.1K
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$12.5K +$13.2K +72 New
DWM
507
Dogwood Wealth Management
Kansas
$12K -$734 -4 -5%
KFI
508
Key Financial Inc
Pennsylvania
$11.7K
WA
509
Westfuller Advisors
New York
$11.6K +$184 +1 +2%
BWL
510
Bogart Wealth LLC
Virginia
$11.1K -$1.47K -8 -11%
SAG
511
SageView Advisory Group
California
$10.8K +$11.4K +62 New
LFG
512
Larson Financial Group
Missouri
$10.3K
CCMI
513
Creative Capital Management Investments
California
$9.93K +$10.5K +57 New
JWA
514
JFS Wealth Advisors
Pennsylvania
$9.58K +$2.75K +15 +38%
BW
515
Basepoint Wealth
Iowa
$8.96K +$9.36K +51 New
NWS
516
Nvest Wealth Strategies
Ohio
$8.71K +$9.18K +50 New
MEG
517
Millstone Evans Group
Colorado
$8.01K
EF
518
Entrust Financial
Pennsylvania
$8.01K +$8.44K +46 New
ADL
519
Asset Dedication LLC
California
$7.67K
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$7.66K
SS
521
SBI Securities
Japan
$7.32K
SL
522
Salomon & Ludwin
Virginia
$7.3K
WCM
523
Westend Capital Management
California
$7.14K
TPCW
524
TD Private Client Wealth
New York
$6.79K +$918 +5 +15%
ANBT
525
American National Bank & Trust
Texas
$6.27K +$6.61K +36 New