We are live on ! Find out more
HLI icon

Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$420K +$433K +4,820 New
MGIA
202
Moneta Group Investment Advisors
Missouri
$400K -$45.3K -504 -11%
FB
203
Fulton Bank
Pennsylvania
$398K +$56K +623 +16%
CG
204
Clifford Group
Massachusetts
$391K +$403K +4,482 New
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$366K -$66K -734 -15%
FA
206
FDx Advisors
Illinois
$364K +$9.62K +107 +3%
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$361K +$373K +4,145 New
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$356K -$15.1K -168 -4%
YWP
209
YorkBridge Wealth Partners
New York
$350K -$54.7K -609 -13%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$349K +$97.6K +1,086 +37%
MMA
211
Miracle Mile Advisors
California
$347K +$357K +3,976 New
CF
212
CNA Financial
Illinois
$340K -$1.09M -12,164 -76%
LTAS
213
Linden Thomas Advisory Services
North Carolina
$340K +$350K +3,898 New
YMRC
214
Yorktown Management & Research Company
Virginia
$336K +$346K +3,850 New
NA
215
NewEdge Advisors
Louisiana
$335K +$170K +1,892 +16%
SAM
216
Sawgrass Asset Management
Florida
$324K +$334K +3,714 New
PI
217
PFS Investments
Georgia
$323K +$333K +3,702 New
SSA
218
Schonfeld Strategic Advisors
New York
$322K -$2.36M -26,300 -88%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$317K -$2.7K -30 -0.8%
STA
220
Summit Trail Advisors
New York
$310K +$46.6K +518 +17%
FBT
221
First Bank & Trust
South Dakota
$305K +$9.8K +109 +3%
DA
222
Duality Advisers
Florida
$298K +$307K +3,417 New
LOAME
223
Lombard Odier Asset Management (Europe)
United Kingdom
$292K +$38.9K +433 +15%
MM
224
MQS Management
New York
$292K +$301K +3,350 New
BTI
225
Blue Trust Inc
Georgia
$290K +$159K +1,770 +85%