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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
601
International Assets Investment Management
Florida
$629K – – –
OA
602
Oak Associates
Ohio
$629K -$170K -1,324 -22%
QI
603
Qtron Investments
Massachusetts
$613K – – –
HCPC
604
Hamilton Capital Partners (Canada)
$610K – – –
BIG
605
Brooklyn Investment Group
New York
$604K -$4.62K -36 -0.7%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$603K -$21.5K -168 -4%
BAM
607
Brave Asset Management
New Jersey
$599K – – –
FFG
608
Frisch Financial Group
New York
$596K +$2.31K +18 +0.4%
MFIM
609
Mesirow Financial Investment Management
Illinois
$595K – – –
GFP
610
Gryphon Financial Partners
Ohio
$593K +$28.5K +222 +5%
AWA
611
Aaron Wealth Advisors
Illinois
$591K +$354K +2,760 +165%
TE
612
Tema ETFs
New York
$591K +$568K +4,431 New
WT
613
Washington Trust
Rhode Island
$580K +$77K +600 +16%
CW
614
CreativeOne Wealth
Kansas
$561K -$873K -6,803 -62%
FPAS
615
Focus Partners Advisor Solutions
Missouri
$557K -$161K -1,253 -23%
CP
616
Camelot Portfolios
Ohio
$556K +$80.4K +627 +18%
SW
617
SVB Wealth
Massachusetts
$554K -$44K -343 -8%
SBFM
618
S-Bank Fund Management
Finland
$550K -$6.93K -54 -1%
EWA
619
EverSource Wealth Advisors
Alabama
$548K -$15.5K -121 -3%
NW
620
Naviter Wealth
Arkansas
$543K +$1.03K +8 +0.2%
FTWA
621
Fifth Third Wealth Advisors
Ohio
$543K -$12.4K -97 -2%
SAG
622
SageView Advisory Group
California
$540K +$3.85K +30 +0.7%
VCM
623
Voleon Capital Management
California
$539K +$236K +1,842 +84%
WT
624
Whittier Trust
California
$538K +$57.6K +449 +13%
UB
625
UMB Bank
Missouri
$537K -$10K -78 -2%
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