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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
201
HSBC Holdings
United Kingdom
$722K +$192K +1,797 +35%
WANY
202
Wealthspire Advisors (New York)
New York
$692K +$713K +6,682 New
Verition Fund Management
203
Verition Fund Management
Connecticut
$674K +$695K +6,509 New
OAM
204
Origin Asset Management
United Kingdom
$668K
IA
205
IndexIQ Advisors
New York
$657K -$43.8K -410 -6%
Asset Management One
206
Asset Management One
Japan
$640K -$59.4K -556 -8%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$635K +$107K +1,003 +20%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$622K
IF
209
Insight Folios
North Carolina
$621K +$39.1K +366 +7%
CANY
210
Caxton Associates (New York)
New York
$611K +$630K +5,901 New
MFW
211
Meristem Family Wealth
Minnesota
$580K
FF
212
FourThought Financial
Florida
$563K -$38.3K -359 -6%
IB
213
Intrust Bank
Kansas
$558K
MGIA
214
Moneta Group Investment Advisors
Missouri
$548K +$39K +365 +7%
BCM
215
Brookstone Capital Management
Illinois
$541K -$129K -1,208 -20%
TF
216
Trek Financial
Arizona
$538K -$135K -1,267 -20%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$506K -$10.1K -95 -2%
RMC
218
Resources Management Corp
Connecticut
$500K
NGA
219
Naples Global Advisors
Florida
$496K +$56.6K +530 +12%
JIR
220
James Investment Research
Ohio
$487K
VFA
221
Voya Financial Advisors
Connecticut
$485K +$3.74K +35 +0.8%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$483K +$260K +2,435 +109%
Millennium Management
223
Millennium Management
New York
$481K -$2.27M -21,273 -82%
GTCM
224
Gyon Technologies Capital Management
New Jersey
$479K +$494K +4,628 New
GGS
225
Galvin Gaustad & Stein
Arizona
$468K -$25.3K -237 -5%