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Hamilton Lane
HLNE

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
326
Lindbrook Capital
California
$4.2K – – –
AF
327
Allworth Financial
California
$4K – – –
FGC
328
Financial Gravity Companies
Texas
$3.7K – – –
TPCW
329
TD Private Client Wealth
New York
$3.4K +$178 +1 +5%
PTC
330
Private Trust Company
Ohio
$3.4K +$4.1K +23 New
SSG
331
Summit Securities Group
New York
$3.11K +$3.74K +21 New
LFA
332
LGT Financial Advisors
Texas
$2.81K +$3.39K +19 New
JWA
333
JFS Wealth Advisors
Pennsylvania
$2.67K +$535 +3 +20%
FG
334
Fairman Group
Pennsylvania
$2.08K -$2.5K -14 -50%
HWM
335
Hemington Wealth Management
Virginia
$2K +$1.07K +6 +67%
AFG
336
Albion Financial Group
Utah
$1.78K – – –
LFG
337
Larson Financial Group
Missouri
$1.78K – – –
LWANC
338
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48K – – –
RS
339
Rakuten Securities
Japan
$1.48K +$1.78K +10 New
PPC
340
Park Place Capital
Alabama
$1.33K – – –
MAS
341
MPWM Advisory Solutions
Georgia
$1.18K +$1.43K +8 New
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$1.04K – – –
MCM
343
Manchester Capital Management
Vermont
$889 – – –
SS
344
SBI Securities
Japan
$888 +$1.07K +6 New
BF
345
BOK Financial
Oklahoma
$839 +$1.07K +6 New
SIC
346
SJS Investment Consulting
Ohio
$741 -$178 -1 -17%
NS
347
NBC Securities
Alabama
$668 -$824K -4,624 -100%
CFO
348
CVA Family Office
Colorado
$592 – – –
CSWM
349
Cassady Schiller Wealth Management
Ohio
$592 +$713 +4 New
BIG
350
Brooklyn Investment Group
New York
$445 +$535 +3 New
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