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Hamilton Lane
HLNE

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
301
Quarry LP
New York
$41.1K +$46.3K +521 New
WTC
302
WhitTier Trust Company
Nevada
$35.3K -$3.56K -40 -8%
GI
303
GAMMA Investing
California
$34.5K -$15.8K -178 -29%
IA
304
IFP Advisors
Florida
$33K +$28.6K +322 +332%
LFG
305
Larson Financial Group
Missouri
$21.8K +$21.8K +245 +766%
CIAM
306
Caitong International Asset Management
Hong Kong
$20.1K +$21.4K +241 +1,721%
SPIA
307
Steward Partners Investment Advisory
New York
$18.3K -$48.5K -546 -70%
SS
308
SBI Securities
Japan
$18.2K +$18.9K +212 +1,116%
CPG
309
Cornerstone Planning Group
New Jersey
$17.8K +$1.78K +20 +10%
SAM
310
Smartleaf Asset Management
Massachusetts
$16.4K – – –
SIC
311
SJS Investment Consulting
Ohio
$15.3K +$17K +191 +6,367%
C
312
Covestor
United Kingdom
$15K -$13.2K -148 -44%
PTC
313
Private Trust Company
Ohio
$14.8K -$2.04K -23 -11%
UB
314
UMB Bank
Missouri
$13.6K -$6.67K -75 -30%
CA
315
Centerpoint Advisors
Massachusetts
$13K -$89 -1 -0.6%
EWP
316
Elevation Wealth Partners
California
$12.7K +$9.78K +110 +216%
CA
317
Clearstead Advisors
Ohio
$12.5K +$7.02K +79 +100%
PCM
318
Penserra Capital Management
California
$12K +$5.51K +62 +61%
PIP
319
Philadelphia Investment Partners
New Jersey
$11.9K – – –
CA
320
Continuum Advisory
Idaho
$10.5K +$11.8K +133 New
EF
321
Entrust Financial
Pennsylvania
$9.78K – – –
WT
322
Whittier Trust
California
$9.65K +$1.07K +12 +11%
MEG
323
Millstone Evans Group
Colorado
$9.62K – – –
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.61K -$213K -2,392 -95%
CA
325
CoreCap Advisors
Michigan
$9.46K +$1.69K +19 +19%
11 12
13
14 15