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Hamilton Lane
HLNE

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
326
IFP Advisors
Florida
$9.64K -$7.86K -64 -40%
TFA
327
Transamerica Financial Advisors
Florida
$9.56K +$4.42K +36 +61%
MCM
328
MAI Capital Management
Ohio
$8.09K +$4.91K +40 +98%
CA
329
Clearstead Advisors
Ohio
$7.85K -$96.8K -788 -91%
OCWP
330
Owl Creek Wealth Partners
Colorado
$6.96K +$8.6K +70 New
CIAS
331
CBIZ Investment Advisory Services
Ohio
$6.7K -$32.4K -264 -80%
RWS
332
Retirement Wealth Solutions
Wisconsin
$6.05K -$8.84K -72 -54%
CMA
333
Cedar Mountain Advisors
Oregon
$5.87K +$7.24K +59 New
JGCM
334
Joseph Group Capital Management
Ohio
$5.76K +$7.12K +58 New
ECSS
335
Eurizon Capital SGR SpA
$5.71K +$7.12K +58 New
KFAS
336
Keating Financial Advisory Services
Kansas
$5.57K -$4.79K -39 -41%
EWP
337
Elevation Wealth Partners
California
$5.07K +$6.26K +51 New
B
338
Bayban
Minnesota
$4.57K – – –
LI
339
LRI Investments
Florida
$4.57K +$5.65K +46 New
JFA
340
JNBA Financial Advisors
Minnesota
$4.47K +$5.53K +45 New
WA
341
Whipplewood Advisors
Colorado
$4.37K +$5.4K +44 New
AF
342
Advisornet Financial
Minnesota
$3.78K +$1.97K +16 +73%
FNWA
343
Financial Network Wealth Advisors
Utah
$3.5K – – –
CT
344
Colonial Trust
South Carolina
$3.5K +$1.84K +15 +75%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$3.48K – – –
JWM
346
JPL Wealth Management
Colorado
$3.38K +$4.17K +34 New
WWM
347
Wolff Wiese Magana
California
$3.28K +$1.72K +14 +74%
CTC
348
Central Trust Company
Missouri
$3.18K +$368 +3 +10%
LFG
349
Larson Financial Group
Missouri
$3.18K +$368 +3 +10%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$2.88K -$4.54K -37 -56%
12 13
14
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