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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
EP
526
Essential Partners
California
$1.8K +$1.68K +10 New
CH
527
Cromwell Holdings
Wyoming
$1.44K +$1.34K +8 New
HFS
528
Hughes Financial Services
Virginia
$1.15K +$504 +3 +100%
SIC
529
SJS Investment Consulting
Ohio
$1.08K -$672 -4 -40%
CFD
530
Creative Financial Designs
Indiana
$900 -$3.36K -20 -80%
CFO
531
CVA Family Office
Colorado
$900
WCM
532
WealthTrak Capital Management
Virginia
$900
HIA
533
HFM Investment Advisors
New Jersey
$900 +$504 +3 +150%
BFS
534
Bare Financial Services
Pennsylvania
$720 +$672 +4 New
MAM
535
Morse Asset Management
Connecticut
$720 +$672 +4 New
RCM
536
Raleigh Capital Management
North Carolina
$542 +$504 +3 New
S
537
Sachetta
Massachusetts
$540
RWM
538
Rialto Wealth Management
New York
$540 +$504 +3 New
BHWM
539
Bay Harbor Wealth Management
Maryland
$539 +$168 +1 +50%
FMP
540
Financial Management Professionals
Texas
$360
PWM
541
Parkworth Wealth Management
California
$360
TIM
542
Tortoise Investment Management
New York
$360 +$336 +2 New
TIM
543
Total Investment Management
Arizona
$188 +$168 +1 New
AWM
544
Activest Wealth Management
Florida
$180 -$2.69K -16 -94%
RIL
545
Rothschild Investment LLC
Illinois
$180 -$168 -1 -50%
TFM
546
TFC Financial Management
Massachusetts
$180
QWM
547
Quaker Wealth Management
New Jersey
$180 +$168 +1 New
SC
548
Stephens Consulting
Michigan
$180 +$168 +1 New
Point72 Asset Management
549
Point72 Asset Management
Connecticut
-$18.5M -114,422 Closed
CF
550
Corebridge Financial
Texas
-$9.65M -59,722 Closed