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Hamilton Lane

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
326
IFP Advisors
Florida
$18.2K -$132K -876 -87%
Parallel Advisors
327
Parallel Advisors
California
$17.9K +$14.6K +97 +269%
RWS
328
Retirement Wealth Solutions
Wisconsin
$17.9K – – –
CWP
329
Clark Wealth Partners
Illinois
$17.5K -$9.96K -66 -34%
CA
330
Centerpoint Advisors
Massachusetts
$16K – – –
Allworth Financial
331
Allworth Financial
California
$15.2K +$13.3K +88 +352%
MassMutual Private Wealth & Trust
332
MassMutual Private Wealth & Trust
Connecticut
$15.2K – – –
Mitsubishi UFJ Asset Management
333
Mitsubishi UFJ Asset Management
Japan
$14.8K – – –
Clearstead Advisors
334
Clearstead Advisors
Ohio
$14K -$10.1K -67 -39%
Danske Bank
335
Danske Bank
Denmark
$13.5K – – –
Group One Trading
336
Group One Trading
Illinois
$13.5K – – –
Whittier Trust
337
Whittier Trust
California
$13.4K – – –
Jones Financial Companies
338
Jones Financial Companies
Missouri
$13K +$754 +5 +6%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$12.5K -$603 -4 -4%
MSWA
340
Marshall & Sterling Wealth Advisors
New York
$11.1K – – –
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$11.1K +$7.84K +52 +173%
Spire Wealth Management
342
Spire Wealth Management
Virginia
$9.17K – – –
RFP
343
Root Financial Partners
California
$9.17K +$10.3K +68 New
MAI Capital Management
344
MAI Capital Management
Ohio
$8.76K -$2.11K -14 -18%
Wealthspire Advisors (New York)
345
Wealthspire Advisors (New York)
New York
$8.63K +$9.65K +64 New
CFG
346
Clayton Financial Group
Missouri
$6.88K +$7.69K +51 New
WA
347
WPG Advisers
Maryland
$6.07K -$1.21K -8 -15%
SL
348
Salomon & Ludwin
Virginia
$5.87K +$6.94K +46 New
MEG
349
Millstone Evans Group
Colorado
$5.12K +$5.73K +38 New
TFA
350
Transamerica Financial Advisors
Florida
$4.75K +$5.43K +36 New