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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
CH
526
Cromwell Holdings
Wyoming
$1.15K – – –
MB
527
MidFirst Bank
Oklahoma
$1.15K +$1.32K +8 New
RCM
528
Richardson Capital Management
Wisconsin
$1.15K +$1.32K +8 New
MAM
529
Marquette Asset Management
Minnesota
$1.01K +$1.15K +7 New
BHWM
530
Bay Harbor Wealth Management
Maryland
$1K – – –
PWA
531
Principia Wealth Advisory
Texas
$1K +$1.15K +7 New
HFM
532
Harvest Fund Management
China
$1K – – –
RF
533
Rossby Financial
Florida
$846 +$658 +4 +200%
ACA
534
American Capital Advisory
Idaho
$719 +$823 +5 New
CFD
535
Creative Financial Designs
Indiana
$718 – – –
BIM
536
Breakwater Investment Management
Washington
$575 +$658 +4 New
SC
537
SouthState Corp
Florida
$575 +$658 +4 New
HIA
538
HFM Investment Advisors
New Jersey
$431 -$1.65K -10 -77%
FMP
539
Financial Management Professionals
Texas
$287 – – –
IWS
540
Intentional Wealth Strategies
Colorado
$287 +$329 +2 New
VWM
541
Vermillion Wealth Management
Minnesota
$287 +$329 +2 New
DF
542
Dunhill Financial
United Kingdom
$193 – – –
HFS
543
Hughes Financial Services
Virginia
$144 -$329 -2 -67%
QWM
544
Quaker Wealth Management
New Jersey
$144 – – –
TFM
545
TFC Financial Management
Massachusetts
$144 – – –
CW
546
Curio Wealth
Maryland
$144 +$165 +1 New
Norges Bank
547
Norges Bank
Norway
– -$115M -662,940 Closed
RAM
548
Robinhood Asset Management
California
– -$6.86M -39,395 Closed
TSS
549
Thomas Story & Son
Indiana
– -$5.99M -34,375 Closed
DWA
550
Dorsey Wright & Associates
California
– -$4.9M -28,123 Closed