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Hamilton Lane

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$20K -$463K -2,596 -95%
GWM
302
Geneos Wealth Management
Colorado
$19.1K +$1.43K +8 +7%
UB
303
UMB Bank
Missouri
$18.9K +$16.4K +92 +256%
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$16.5K
RA
305
Rise Advisors
New York
$16.5K
Jones Financial Companies
306
Jones Financial Companies
Missouri
$15.4K +$15.5K +87 +512%
SAM
307
Smartleaf Asset Management
Massachusetts
$15.2K +$891 +5 +5%
C
308
Covestor
United Kingdom
$13K
IHWM
309
Iron Horse Wealth Management
Iowa
$12.6K
MCM
310
MAI Capital Management
Ohio
$11.5K +$13.9K +78 New
EWA
311
EverSource Wealth Advisors
Alabama
$8.44K +$713 +4 +8%
Twin Tree Management
312
Twin Tree Management
Texas
$8.29K +$9.98K +56 New
SPIA
313
Steward Partners Investment Advisory
New York
$7.85K +$9.45K +53 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$2.67K +15 +43%
AWM
315
Avior Wealth Management
Nebraska
$7.25K -$2.14K -12 -20%
RIL
316
Rothschild Investment LLC
Illinois
$6.96K +$2.14K +12 +34%
PA
317
Parallel Advisors
California
$6.81K
HIM
318
Hillsdale Investment Management
Ontario, Canada
$6.66K -$891 -5 -10%
WA
319
Whipplewood Advisors
Colorado
$6.51K +$7.84K +44 New
MG
320
Mather Group
Illinois
$5.63K +$6.77K +38 New
QL
321
Quarry LP
New York
$5.33K -$7.84K -44 -55%
CMBA
322
C.M. Bidwell & Associates
Hawaii
$5.18K
GRP
323
Global Retirement Partners
California
$4.44K
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$4.44K
CTC
325
Central Trust Company
Missouri
$4.29K