We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Panagora Asset Management
Massachusetts
$220K -$525K -9,162 -71%
IA
202
IndexIQ Advisors
New York
$213K +$11.2K +195 +6%
PAS
203
Park Avenue Securities
New York
$212K +$206K +3,598 New
ASN
204
Advisory Services Network
Georgia
$210K -$14.1K -246 -6%
RMC
205
Resources Management Corp
Connecticut
$198K +$78.1K +1,362 +68%
Canada Life
206
Canada Life
Manitoba, Canada
$197K -$37.5K -654 -16%
FBT
207
First Bank & Trust
South Dakota
$166K
CFGS
208
Concourse Financial Group Securities
Alabama
$157K +$12.7K +222 +9%
PCG
209
Private Capital Group
Connecticut
$142K -$24K -419 -15%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$140K -$57.6K -1,005 -30%
HNB
211
Huntington National Bank
Ohio
$104K -$4.24K -74 -4%
HMS
212
Hanseatic Management Services
New Mexico
$80K -$6.88K -120 -8%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$72K -$5.96K -104 -8%
HIA
214
Harbor Investment Advisory
Maryland
$61K +$28.5K +497 +92%
EW
215
Evoke Wealth
California
$53K -$407K -7,100 -89%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$53K +$51.6K +900 New
Federated Hermes
217
Federated Hermes
Pennsylvania
$51K -$31K -541 -38%
AssetMark Inc
218
AssetMark Inc
California
$42K
JWM
219
Jeppson Wealth Management
California
$30K +$28.7K +500 New
FHA
220
First Horizon Advisors
Tennessee
$29K +$8.08K +141 +39%
RWA
221
Ropes Wealth Advisors
Massachusetts
$26K +$25.3K +442 New
CMBA
222
C.M. Bidwell & Associates
Hawaii
$22K -$5.04K -88 -19%
TPCW
223
TD Private Client Wealth
New York
$20.5K
PA
224
Parallel Advisors
California
$18K +$8.02K +140 +81%
CWC
225
Carolinas Wealth Consulting
North Carolina
$18K +$17.8K +310 New