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Hamilton Lane

Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SignatureFD
Georgia
$31.6K +$4.58K +62 +17%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$31K -$11.7K -159 -27%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$24.7K -$1.63K -22 -6%
C
179
Covestor
United Kingdom
$24K +$10.1K +137 +71%
SWM
180
Spire Wealth Management
Virginia
$18.5K
CA
181
Crewe Advisors
Utah
$18.2K
ASN
182
Advisory Services Network
Georgia
$18.2K
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K
CA
184
Centerpoint Advisors
Massachusetts
$15K
PFA
185
Pathway Financial Advisers
Indiana
$11.7K +$4.95K +67 +74%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$10.8K -$16.8K -228 -61%
HPC
187
HM Payson & Co
Maine
$7.4K
AAP
188
Arax Advisory Partners
Colorado
$6.58K +$1.11K +15 +20%
TWA
189
TCI Wealth Advisors
Arizona
$6.36K +$74 +1 +1%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$5.25K +$3.25K +44 +163%
QL
191
Quarry LP
New York
$4.44K +$4.43K +60 New
KFP
192
KB Financial Partners
New Jersey
$4K
AAS
193
Ameritas Advisory Services
Nebraska
$3.32K +$3.33K +45 New
HCP
194
Hexagon Capital Partners
Arkansas
$3.11K +$1.85K +25 +147%
BWM
195
BerganKDV Wealth Management
Minnesota
$2.81K +$2.81K +38 New
BTI
196
Blue Trust Inc
Georgia
$2K +$1.92K +26 New
AF
197
Allworth Financial
California
$1.33K
PA
198
Parallel Advisors
California
$1.18K -$296 -4 -20%
JFA
199
JNBA Financial Advisors
Minnesota
$1.11K +$1.11K +15 New
SC
200
Schubert & Co
Texas
$1.04K -$74 -1 -7%