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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$3.16K -$2.8K -17 -44%
PWMG
502
Private Wealth Management Group
New Jersey
$3.02K – – –
IAAG
503
Innovative Asset Advisors Group
Connecticut
$3.02K +$3.46K +21 New
BFS
504
Bare Financial Services
Pennsylvania
$2.87K +$1.97K +12 +150%
SA
505
Scarborough Advisors
Maryland
$2.87K +$3.29K +20 New
TWC
506
TD Waterhouse Canada
Ontario, Canada
$2.82K +$3.29K +20 New
RCM
507
Raleigh Capital Management
North Carolina
$2.74K +$3.13K +19 New
DWM
508
Dogwood Wealth Management
Kansas
$2.73K -$8.22K -50 -72%
WA
509
Whipplewood Advisors
Colorado
$2.73K +$3.13K +19 New
FPF
510
First Pacific Financial
Washington
$2.47K – – –
UFPG
511
United Financial Planning Group
New York
$2.44K +$2.8K +17 New
RIL
512
Rothschild Investment LLC
Illinois
$2.3K -$14.6K -89 -85%
HCM
513
Hollencrest Capital Management
California
$2.01K – – –
RWM
514
Rialto Wealth Management
New York
$2.01K +$1.48K +9 +180%
RWS
515
Retirement Wealth Solutions
Wisconsin
$1.9K -$2.14K -13 -50%
DPW
516
DiNuzzo Private Wealth
Pennsylvania
$1.72K – – –
FCAS
517
First Command Advisory Services
Texas
$1.72K – – –
MCM
518
Manchester Capital Management
Vermont
$1.58K +$165 +1 +10%
B
519
Bayban
Minnesota
$1.58K +$1.81K +11 New
IRC
520
Investors Research Corp
Georgia
$1.58K +$1.81K +11 New
EP
521
Essential Partners
California
$1.44K -$2.14K -13 -57%
CA
522
CoreCap Advisors
Michigan
$1.29K – – –
CFM
523
Cornerstone Financial Management
Massachusetts
$1.29K +$658 +4 +80%
SWM
524
SHP Wealth Management
Massachusetts
$1.29K +$329 +2 +29%
SIC
525
SJS Investment Consulting
Ohio
$1.15K -$658 -4 -33%
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