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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$18K – – –
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$16K +$16.1K +311 New
TPCW
203
TD Private Client Wealth
New York
$13.7K – – –
IA
204
IFP Advisors
Florida
$13K +$7.15K +138 +130%
IFAM
205
Institutional & Family Asset Management
Colorado
$11K – – –
AF
206
Allworth Financial
California
$10K +$9.95K +192 New
LSA
207
Lion Street Advisors
Texas
$9K +$8.6K +166 New
FHA
208
Flagship Harbor Advisors
Massachusetts
$8K – – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$7K +$7.05K +136 New
PA
210
Procyon Advisors
Connecticut
$6K -$467 -9 -8%
HIM
211
Hillsdale Investment Management
Ontario, Canada
$6K +$6.22K +120 New
S
212
SignatureFD
Georgia
$5K -$168K -3,250 -97%
First Manhattan
213
First Manhattan
New York
$5K -$10.4K -200 -67%
GRP
214
Global Retirement Partners
California
$5K – – –
SL
215
Savior LLC
Massachusetts
$4K – – –
BAM
216
Bellevue Asset Management
Washington
$4K +$1.81K +35 +97%
CTC
217
Central Trust Company
Missouri
$4K +$3.63K +70 New
LC
218
Lindbrook Capital
California
$3K – – –
SWM
219
Selective Wealth Management
Virginia
$3K – – –
PA
220
Parallel Advisors
California
$3K +$3.11K +60 New
APA
221
American Portfolios Advisors
New York
$2.76K – – –
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$2K -$3.48M -67,075 -100%
SPIA
223
Steward Partners Investment Advisory
New York
$2K -$2.64K -51 -50%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BFC
225
Bedel Financial Consulting
Indiana
$1K – – –