We are live on ! Find out more
HLI icon

Houlihan Lokey
HLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
601
Wallace Advisory Group
California
– -$323K -1,793 Closed
CI Investments Inc
602
CI Investments Inc
Ontario, Canada
– -$364K -1,773 Closed
AT
603
American Trust
Kentucky
– -$345K -1,680 Closed
LAM
604
Longboard Asset Management
Arizona
– -$299K -1,458 Closed
SWM
605
Scissortail Wealth Management
Oklahoma
– -$289K -1,406 Closed
BWCS
606
Beirne Wealth Consulting Services
Connecticut
– -$268K -1,305 Closed
ICP
607
Impact Capital Partners
Colorado
– -$247K -1,203 Closed
SAM
608
Strategy Asset Managers
California
– -$244K -1,189 Closed
KWM
609
Kingsview Wealth Management
Oregon
– -$243K -1,183 Closed
Verition Fund Management
610
Verition Fund Management
Connecticut
– -$241K -1,173 Closed
MFAM
611
Motley Fool Asset Management
Virginia
– -$235K -1,146 Closed
MAP
612
Moody Aldrich Partners
Massachusetts
– -$235K -1,144 Closed
CL
613
Choreo LLC
Illinois
– -$234K -1,142 Closed
FPAS
614
Focus Partners Advisor Solutions
Missouri
– -$213K -1,113 Closed
CBA
615
Coastal Bridge Advisors
Connecticut
– -$228K -1,110 Closed
PS
616
Principal Securities
Iowa
– -$227K -1,107 Closed
WDC
617
Woodward Diversified Capital
California
– -$226K -1,100 Closed
LIA
618
LBMC Investment Advisors
Tennessee
– -$219K -1,068 Closed
HIS
619
Harvest Investment Services
Illinois
– -$212K -1,032 Closed
TC
620
TownSquare Capital
Utah
– -$212K -1,032 Closed
FCA
621
FLC Capital Advisors
California
– -$212K -1,031 Closed
CCM
622
Coldstream Capital Management
Washington
– -$208K -1,011 Closed
PFM
623
Premier Fund Managers
United Kingdom
– -$207K -1,003 Closed
MYIA
624
Mount Yale Investment Advisors
Colorado
– -$202K -982 Closed
SFG
625
Synergy Financial Group
California
– -$200K -975 Closed
23 24
25
26 27