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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
551
True Wealth Design
Ohio
$1.74K -$734 -4 -29%
MCM
552
Manchester Capital Management
Vermont
$1.74K – – –
KFAS
553
Keating Financial Advisory Services
Kansas
$1.74K +$1.84K +10 New
CA
554
CoreCap Advisors
Michigan
$1.57K +$1.65K +9 New
GWM
555
Greenline Wealth Management
Florida
$1.46K +$1.47K +8 New
CH
556
Cromwell Holdings
Wyoming
$1.39K – – –
BFS
557
Bare Financial Services
Pennsylvania
$1.39K +$734 +4 +100%
WBC
558
West Branch Capital
Massachusetts
$1.22K – – –
BHWM
559
Bay Harbor Wealth Management
Maryland
$1.22K +$551 +3 +75%
OC
560
Optima Capital
Oregon
$1.22K +$1.28K +7 New
SWM
561
SHP Wealth Management
Massachusetts
$1.22K +$1.28K +7 New
HFM
562
Harvest Fund Management
China
$1K -$18.5K -101 -96%
CFD
563
Creative Financial Designs
Indiana
$871 – – –
CFO
564
CVA Family Office
Colorado
$871 – – –
RWM
565
Rialto Wealth Management
New York
$871 +$184 +1 +25%
CFM
566
Cornerstone Financial Management
Massachusetts
$871 +$918 +5 New
HFS
567
Hughes Financial Services
Virginia
$523 -$551 -3 -50%
S
568
Sachetta
Massachusetts
$523 – – –
AWM
569
Activest Wealth Management
Florida
$523 +$367 +2 +200%
TPBG
570
Turning Point Benefit Group
Maryland
$522 – – –
FMP
571
Financial Management Professionals
Texas
$348 – – –
RF
572
Rossby Financial
Florida
$348 +$367 +2 New
AWM
573
Abound Wealth Management
Tennessee
$288 +$367 +2 New
DF
574
Dunhill Financial
United Kingdom
$235 +$184 +1 New
QWM
575
Quaker Wealth Management
New Jersey
$175 – – –
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