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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$115K
CFGS
152
Concourse Financial Group Securities
Alabama
$108K +$53.1K +1,126 +104%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$103K +$33.1K +701 +50%
RMC
154
Resources Management Corp
Connecticut
$93K
CWP
155
CFM Wealth Partners
Texas
$90K +$81.7K +1,732 New
SFS
156
Sowell Financial Services
Arkansas
$90K +$86.4K +1,830 +15,250%
PCG
157
Private Capital Group
Connecticut
$84K -$13.6K -289 -14%
MAM
158
Meeder Asset Management
Ohio
$61K
HNB
159
Huntington National Bank
Ohio
$49K +$47.6K +1,009 New
FBT
160
First Bank & Trust
South Dakota
$42K +$30.1K +637 +298%
SF
161
Synovus Financial
Georgia
$37K
FCA
162
FinTrust Capital Advisors
South Carolina
$35K
AssetMark Inc
163
AssetMark Inc
California
$35K +$8.73K +185 +35%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$31K +$1.89K +40 +7%
Federated Hermes
165
Federated Hermes
Pennsylvania
$22K -$1.42K -30 -6%
FHA
166
First Horizon Advisors
Tennessee
$17K +$4.29K +91 +34%
First Manhattan
167
First Manhattan
New York
$14K
TPCW
168
TD Private Client Wealth
New York
$12.8K +$12.4K +262 New
IFAM
169
Institutional & Family Asset Management
Colorado
$10K
TPWA
170
TRUE Private Wealth Advisors
Oregon
$9K +$9.44K +200 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$7K
IA
172
IFP Advisors
Florida
$6K
PA
173
Procyon Advisors
Connecticut
$6K +$5.52K +117 New
GRP
174
Global Retirement Partners
California
$5K +$4.91K +104 New
SPIA
175
Steward Partners Investment Advisory
New York
$4K