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Houlihan Lokey

Name Holding Trade Value Shares
Change
Change in
Stake
IB
201
Intrust Bank
Kansas
$439K -$8.66K -92 -2%
FB
202
Fulton Bank
Pennsylvania
$436K +$38.6K +410 +9%
SIM
203
Studio Investment Management
Illinois
$435K +$468K +4,969 New
CG
204
Caprock Group
Idaho
$426K +$458K +4,869 New
Vanguard Personalized Indexing Management
205
Vanguard Personalized Indexing Management
California
$422K +$63.3K +673 +16%
MGIA
206
Moneta Group Investment Advisors
Missouri
$412K +$63.9K +679 +17%
CG
207
Clifford Group
Massachusetts
$408K +$17.5K +186 +4%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$406K +$40.8K +434 +10%
HCPC
209
Hamilton Capital Partners (Canada)
$402K -$418K -4,438 -49%
FA
210
FDx Advisors
Illinois
$364K
AC
211
AXQ Capital
New Jersey
$359K +$386K +4,100 New
STA
212
Summit Trail Advisors
New York
$352K +$44.4K +472 +13%
JCM
213
J2 Capital Management
Michigan
$347K +$115K +1,227 +45%
SWM
214
Sendero Wealth Management
Texas
$338K +$61.2K +650 +20%
YMRC
215
Yorktown Management & Research Company
Virginia
$337K
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$361K +3,832 New
VF
217
Virtu Financial
New York
$332K +$357K +3,791 New
MMA
218
Miracle Mile Advisors
California
$322K -$27.6K -293 -7%
NRD
219
Nebula Research & Development
New York
$321K +$345K +3,666 New
WA
220
Wealth Alliance
New York
$319K +$63.1K +671 +23%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$319K +$941 +10 +0.3%
FBT
222
First Bank & Trust
South Dakota
$294K -$13K -138 -4%
DA
223
Duality Advisers
Florida
$292K -$7.34K -78 -2%
XT
224
XTX Topco
Cayman Islands
$287K +$309K +3,282 New
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$279K -$84.7K -900 -22%