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Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
576
Root Financial Partners
California
– -$13.6K -95 Closed
WCM
577
Westend Capital Management
California
– -$5.6K -39 Closed
TPWA
578
Twin Peaks Wealth Advisors
California
– -$4.6K -32 Closed
S
579
Sachetta
Massachusetts
– -$4.31K -30 Closed
EWP
580
Elevation Wealth Partners
California
– -$3.88K -27 Closed
SIS
581
Sound Income Strategies
Florida
– -$3.67K -26 Closed
CTC
582
Central Trust Company
Missouri
– -$3.3K -23 Closed
IAAG
583
Innovative Asset Advisors Group
Connecticut
– -$3.02K -21 Closed
SA
584
Scarborough Advisors
Maryland
– -$2.87K -20 Closed
DWM
585
Dogwood Wealth Management
Kansas
– -$2.73K -19 Closed
UFPG
586
United Financial Planning Group
New York
– -$2.44K -17 Closed
RCM
587
Richardson Capital Management
Wisconsin
– -$1.15K -8 Closed
HFM
588
Harvest Fund Management
China
– -$1K -4 Closed
SC
589
SouthState Corp
Florida
– -$575 -4 Closed
IWS
590
Intentional Wealth Strategies
Colorado
– -$287 -2 Closed
VWM
591
Vermillion Wealth Management
Minnesota
– -$287 -2 Closed
CW
592
Curio Wealth
Maryland
– -$144 -1 Closed
DF
593
Dunhill Financial
United Kingdom
– -$193 -1 Closed
NWM
594
Navigoe Wealth Management
California
– +$148 +1 New
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