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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$19K -$11.3K -255 -38%
First Manhattan
152
First Manhattan
New York
$13K +$13.2K +300 New
SWM
153
SeaCrest Wealth Management
New York
$12K +$8.3K +188 +241%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$11K +$1.01K +23 +11%
IFAM
155
Institutional & Family Asset Management
Colorado
$9K +$1.46K +33 +19%
FHA
156
Flagship Harbor Advisors
Massachusetts
$8K -$3.09K -70 -26%
CBT
157
Capital Bank & Trust
California
$6K +$5.34K +121 New
CAM
158
Cresset Asset Management
Illinois
$6K +$5.74K +130 New
PFBT
159
Parkside Financial Bank & Trust
Missouri
$5K
MNBTD
160
Moody National Bank Trust Division
Texas
$5K +$5.12K +116 New
PFO
161
Pathstone Family Office
New Jersey
$4K +$3.49K +79 New
HAM
162
Highstreet Asset Management
Ontario, Canada
$3K
CFGS
163
Concourse Financial Group Securities
Alabama
$3K +$3.27K +74 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$2K -$5.38K -122 -81%
WEC
165
Winslow Evans & Crocker
Massachusetts
$2K +$1.59K +36 New
LC
166
Lindbrook Capital
California
$2K +$2.25K +51 New
APA
167
American Portfolios Advisors
New York
$1.93K +$1.85K +42 New
ECA
168
Endeavour Capital Advisors
Connecticut
-$8.04M -218,402 Closed
FG
169
Formula Growth
Quebec, Canada
-$4.05M -110,000 Closed
American Century Companies
170
American Century Companies
Missouri
-$3.39M -92,133 Closed
IA
171
IndexIQ Advisors
New York
-$1.73M -47,119 Closed
AI
172
Atom Investors
Texas
-$1.44M -39,152 Closed
Man Group
173
Man Group
United Kingdom
-$1.24M -33,700 Closed
OSAM
174
O'Shaughnessy Asset Management
Connecticut
-$1.12M -30,394 Closed
WCM
175
Weld Capital Management
New York
-$1.06M -28,758 Closed