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Hamilton Lane

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$80.7K -$23.2K -154 -21%
NS
302
NBC Securities
Alabama
$77K -$561K -3,721 -87%
C
303
Covestor
United Kingdom
$69K +$10.7K +71 +17%
UB
304
UMB Bank
Missouri
$64.8K -$2.71K -18 -4%
S
305
SignatureFD
Georgia
$54.9K -$4.97K -33 -8%
WTC
306
WhitTier Trust Company
Nevada
$46.2K +$15.7K +104 +47%
GWM
307
Geneos Wealth Management
Colorado
$43.5K -$11.6K -77 -20%
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$42K
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$36K -$54.4K -361 -59%
HPC
310
HM Payson & Co
Maine
$35.5K +$37.7K +250 New
CIAM
311
Caitong International Asset Management
Hong Kong
$33.4K +$35.4K +235 New
CIAS
312
CBIZ Investment Advisory Services
Ohio
$31.3K -$10.3K -68 -24%
PFBT
313
Parkside Financial Bank & Trust
Missouri
$29K +$27.7K +184 +920%
VCM
314
Versant Capital Management
Arizona
$28.3K
CWP
315
Clark Wealth Partners
Illinois
$27.9K +$29.5K +196 New
Optiver Holding
316
Optiver Holding
Netherlands
$27K +$12.4K +82 +76%
BI
317
Binnacle Investments
Iowa
$25.7K -$3.17K -21 -10%
LI
318
LRI Investments
Florida
$25.6K -$45.5K -302 -63%
CA
319
Clearstead Advisors
Ohio
$24.3K +$1.51K +10 +6%
BIG
320
Brooklyn Investment Group
New York
$23K +$10.4K +69 +74%
SAM
321
Smartleaf Asset Management
Massachusetts
$22.1K +$3.77K +25 +20%
RA
322
Rise Advisors
New York
$21.5K
PTC
323
Private Trust Company
Ohio
$21.5K +$3.62K +24 +19%
GRP
324
Global Retirement Partners
California
$19.9K +$21.1K +140 New
RWS
325
Retirement Wealth Solutions
Wisconsin
$18.8K -$3.47K -23 -15%