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Hamilton Lane
HLNE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
351
Rothschild Investment LLC
Illinois
$2.88K -$614 -5 -15%
AFG
352
Albion Financial Group
Utah
$2.88K +$2.09K +17 +142%
CFO
353
CVA Family Office
Colorado
$2.68K +$2.82K +23 +575%
AWM
354
Activest Wealth Management
Florida
$2.58K +$3.19K +26 New
RFP
355
Root Financial Partners
California
$2.48K -$3.31K -27 -52%
MG
356
Mather Group
Illinois
$2.48K +$3.07K +25 New
SA
357
Scarborough Advisors
Maryland
$2.19K +$2.7K +22 New
SFS
358
Sunrise Financial Services
Washington
$2.09K – – –
SS
359
SBI Securities
Japan
$1.89K +$1.72K +14 +280%
JWA
360
JFS Wealth Advisors
Pennsylvania
$1.79K -$368 -3 -14%
RCM
361
Raleigh Capital Management
North Carolina
$1.79K +$2.21K +18 New
MWA
362
Merkkuri Wealth Advisors
New York
$1.67K +$2.09K +17 New
NA
363
NewEdge Advisors
Louisiana
$1.59K +$1.97K +16 New
CIAM
364
Caitong International Asset Management
Hong Kong
$1.39K +$1.72K +14 New
EP
365
Essential Partners
California
$994 -$8.96K -73 -88%
BWL
366
Bogart Wealth LLC
Virginia
$994 +$1.23K +10 New
MB
367
MidFirst Bank
Oklahoma
$895 – – –
QC
368
Quent Capital
New York
$895 +$1.1K +9 New
MCM
369
Manchester Capital Management
Vermont
$796 +$246 +2 +33%
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$795 +$982 +8 New
CH
371
Cromwell Holdings
Wyoming
$700 +$368 +3 +75%
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$597 -$123 -1 -14%
FFO
373
Fortitude Family Office
Arizona
$596 +$737 +6 New
MAM
374
Marquette Asset Management
Minnesota
$497 +$614 +5 New
SC
375
SouthState Corp
Florida
$497 +$614 +5 New
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