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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
526
Hollencrest Capital Management
California
$2.87K – – –
HWP
527
Highline Wealth Partners
California
$2.67K – – –
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$2.59K – – –
MCM
529
Manchester Capital Management
Vermont
$2.05K -$231K -1,180 -99%
CCM
530
Cloud Capital Management
Washington
$2K +$2.35K +12 New
CH
531
Cromwell Holdings
Wyoming
$1.64K – – –
WBC
532
West Branch Capital
Massachusetts
$1.44K +$1.37K +7 New
SIC
533
SJS Investment Consulting
Ohio
$1.23K – – –
HFS
534
Hughes Financial Services
Virginia
$1.09K – – –
CFD
535
Creative Financial Designs
Indiana
$1.03K – – –
CFO
536
CVA Family Office
Colorado
$1.03K – – –
HIA
537
HFM Investment Advisors
New Jersey
$1.03K – – –
TIM
538
Tortoise Investment Management
New York
$1.03K +$588 +3 +150%
BI
539
Binnacle Investments
Iowa
$1.03K +$980 +5 New
RWM
540
Rialto Wealth Management
New York
$822 +$196 +1 +33%
BFS
541
Bare Financial Services
Pennsylvania
$821 – – –
BHWM
542
Bay Harbor Wealth Management
Maryland
$821 +$196 +1 +33%
S
543
Sachetta
Massachusetts
$616 – – –
BIM
544
Breakwater Investment Management
Washington
$616 +$588 +3 New
HWA
545
Heartwood Wealth Advisors
Virginia
$616 +$588 +3 New
TPBG
546
Turning Point Benefit Group
Maryland
$602 +$588 +3 New
FMP
547
Financial Management Professionals
Texas
$411 – – –
QWM
548
Quaker Wealth Management
New Jersey
$206 – – –
TFM
549
TFC Financial Management
Massachusetts
$206 – – –
AWM
550
Activest Wealth Management
Florida
$205 – – –