We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$21K +$1.09K +23 +5%
GI
152
Gradient Investments
Minnesota
$13K – – –
SWP
153
Stratos Wealth Partners
Ohio
$10K – – –
SEI Investments
154
SEI Investments
Pennsylvania
$9K +$6.72K +142 +245%
MOS
155
MGO One Seven
Ohio
$6K – – –
IFAM
156
Institutional & Family Asset Management
Colorado
$6K +$6.67K +141 New
PFBT
157
Parkside Financial Bank & Trust
Missouri
$5K – – –
Parallax Volatility Advisers
158
Parallax Volatility Advisers
California
$3K -$190K -4,006 -98%
YWP
159
YorkBridge Wealth Partners
New York
$3K +$2.56K +54 +1,080%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$3K +$3.36K +71 New
ASN
161
Advisory Services Network
Georgia
$3K +$3.65K +77 New
CCA
162
Catalyst Capital Advisors
New York
$2K +$2.56K +54 New
FGC
163
Financial Gravity Companies
Texas
$1K -$95 -2 -12%
PMFA
164
Plante Moran Financial Advisors
Michigan
$1K – – –
FGAM
165
Financial Gravity Asset Management
Texas
$1K +$710 +15 New
RFC
166
Regions Financial Corp
Alabama
$1K +$947 +20 New
ML
167
McAdam LLC
Pennsylvania
$1K +$1.47K +31 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
– -$11M -243,100 Closed
DIA
169
Dean Investment Associates
Ohio
– -$3.03M -66,600 Closed
DCM
170
Dean Capital Management
Kansas
– -$2.21M -48,750 Closed
KA
171
Kaizen Advisory
Illinois
– -$1.33M -29,325 Closed
CIP
172
Convergence Investment Partners
Florida
– -$917K -20,179 Closed
AA
173
ALPS Advisors
Colorado
– -$579K -12,736 Closed
DTL
174
Dynamic Technology Lab
Singapore
– -$557K -12,264 Closed
MC
175
Menta Capital
California
– -$386K -8,486 Closed