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Hamilton Lane

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$3K +$3.5K +31 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$2.37K -$1.92K -17 -45%
FFA
253
Farther Finance Advisors
California
$2.34K
LC
254
Lindbrook Capital
California
$1.8K
JWA
255
JFS Wealth Advisors
Pennsylvania
$1.58K
AFG
256
Albion Financial Group
Utah
$1.35K +$1.35K +12 New
VCM
257
Versant Capital Management
Arizona
$1.13K
AF
258
Advisornet Financial
Minnesota
$1.13K +$1.13K +10 New
GRP
259
Global Retirement Partners
California
$1.01K
PPC
260
Park Place Capital
Alabama
$1.01K +$1.02K +9 New
SIC
261
SJS Investment Consulting
Ohio
$677 -$113 -1 -14%
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$677
MCM
263
Manchester Capital Management
Vermont
$677
EWA
264
EverSource Wealth Advisors
Alabama
$670 +$678 +6 New
RIL
265
Rothschild Investment LLC
Illinois
$564 +$565 +5 New
SAM
266
Smartleaf Asset Management
Massachusetts
$554 +$565 +5 New
FGAM
267
Financial Gravity Asset Management
Texas
$60 +$113 +1 New
AG
268
Algert Global
California
-$2.2M -19,434 Closed
BA
269
Bridgewater Associates
Connecticut
-$1.43M -12,594 Closed
DWA
270
Delap Wealth Advisory
Oregon
-$826K -7,282 Closed
VF
271
Virtu Financial
New York
-$703K -6,200 Closed
CRI
272
Colonial River Investments
Virginia
-$319K -2,809 Closed
PRC
273
Pearl River Capital
Michigan
-$289K -2,547 Closed
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
-$281K -2,477 Closed
CC
275
Centiva Capital
New York
-$261K -2,301 Closed