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Hamilton Lane

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
176
Money Concepts Capital
Florida
$15K
SWM
177
Spire Wealth Management
Virginia
$15K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$13K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$12K -$1.06K -15 -7%
RTC
181
Riverview Trust Company
Washington
$12K
C
182
Covestor
United Kingdom
$11K +$13.3K +188 +4,700%
TWA
183
TCI Wealth Advisors
Arizona
$10K +$141 +2 +1%
IA
184
IFP Advisors
Florida
$8K
HPC
185
HM Payson & Co
Maine
$6K -$42.4K -600 -86%
OIS
186
Okabena Investment Services
Minnesota
$6K
PA
187
Parallel Advisors
California
$5K -$707 -10 -11%
AAP
188
Arax Advisory Partners
Colorado
$4K
KFP
189
KB Financial Partners
New Jersey
$4K +$1.7K +24 +56%
CTC
190
Central Trust Company
Missouri
$2K
CMBA
191
C.M. Bidwell & Associates
Hawaii
$2K
PAI
192
Pittenger & Anderson Inc
Nebraska
$2K +$2.19K +31 New
WFA
193
Wipfli Financial Advisors
Wisconsin
$2K +$2.19K +31 New
CFFP
194
Center for Financial Planning
Michigan
$2K +$2.4K +34 New
TPCW
195
TD Private Client Wealth
New York
$1.19K +$353 +5 +33%
MCM
196
Manchester Capital Management
Vermont
$1K -$636 -9 -45%
VCM
197
Versant Capital Management
Arizona
$1K
SC
198
Schubert & Co
Texas
$1K +$141 +2 +18%
JWA
199
JFS Wealth Advisors
Pennsylvania
$1K +$636 +9 +129%
LC
200
Lindbrook Capital
California
$1K +$989 +14 +200%