ATWOOD & PALMER INC

Position in HLI — Houlihan Lokey, Inc.

CIK 1044929 KANSAS CITY, MO

Position in HLI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,802,914

-$7,576,503 QoQ

Shares Held

20,897

-71.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#165

of 517 holders

Holding Since

Mar 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATWOOD & PALMER INC holds $37,090,441 across 6 Capital Markets names. HLI ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	33,444	$33,824,258
2	HLI	Houlihan Lokey, Inc. This page	20,897	$2,802,914
3	SCHW	Schwab Charles Corp	4,529	$417,890
4	MS	Morgan Stanley	127	$26,548
5	SNEX	StoneX Group Inc.	225	$17,775
6	PJT	PJT Partners Inc.	7	$1,056

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,802,914	20,897	-71.1%	Shares	Sole	2026-07-08
2026-03-31	$10,379,417	72,270	+3.3%	Shares	Sole	2026-04-15
2025-12-31	$12,186,332	69,960	+466300.0%	Shares	Sole	2026-01-28
2024-03-31	$1,922	15	—	Shares	Sole	2024-04-10
No filing history on record for this holder in this stock.