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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
Gradient Investments
Minnesota
$13K
SWP
152
Stratos Wealth Partners
Ohio
$10K
SEI Investments
153
SEI Investments
Pennsylvania
$9K +$6.72K +142 +245%
MOS
154
MGO One Seven
Ohio
$6K
IFAM
155
Institutional & Family Asset Management
Colorado
$6K +$6.67K +141 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$5K
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$3K -$190K -4,006 -98%
YWP
158
YorkBridge Wealth Partners
New York
$3K +$2.56K +54 +1,080%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$3K +$3.36K +71 New
ASN
160
Advisory Services Network
Georgia
$3K +$3.65K +77 New
CCA
161
Catalyst Capital Advisors
New York
$2K +$2.56K +54 New
FGC
162
Financial Gravity Companies
Texas
$1K -$95 -2 -12%
PMFA
163
Plante Moran Financial Advisors
Michigan
$1K
FGAM
164
Financial Gravity Asset Management
Texas
$1K +$710 +15 New
RFC
165
Regions Financial Corp
Alabama
$1K +$947 +20 New
ML
166
McAdam LLC
Pennsylvania
$1K +$1.47K +31 New
AFNAS
167
American Financial Network Advisory Services
California
$577 +$9.89K +209 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