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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
TE
626
Tema ETFs
New York
$609K -$1.58K -12 -0.3%
KPWS
627
Kestra Private Wealth Services
Texas
$606K -$87.3K -662 -13%
WT
628
Washington Trust
Rhode Island
$599K – – –
DCM
629
DGS Capital Management
New Jersey
$597K -$134K -1,019 -19%
EW
630
Expressive Wealth
Illinois
$596K +$570K +4,323 New
BWA
631
Basecamp Wealth Advisors
Washington
$593K +$568K +4,307 New
BRWA
632
B. Riley Wealth Advisors
Florida
$593K -$99.9K -757 -15%
MA
633
MCF Advisors
Kentucky
$584K +$30.9K +234 +6%
BPA
634
Beacon Pointe Advisors
California
$581K +$119K +899 +27%
CW
635
CreativeOne Wealth
Kansas
$578K -$1.06K -8 -0.2%
SRL
636
Scientech Research LLC
New Jersey
$577K +$230K +1,741 +71%
APA
637
Astoria Portfolio Advisors
New York
$570K +$335K +2,540 +167%
NW
638
Naviter Wealth
Arkansas
$570K +$8.05K +61 +2%
SW
639
SVB Wealth
Massachusetts
$568K -$3.56K -27 -0.7%
UB
640
UMB Bank
Missouri
$560K +$4.49K +34 +0.8%
CAG
641
Crestwood Advisors Group
Massachusetts
$554K +$125K +948 +31%
SWP
642
Sagespring Wealth Partners
Tennessee
$552K +$56.2K +426 +12%
GCM
643
Genus Capital Management
British Columbia, Canada
$552K +$5.94K +45 +1%
AHB
644
Abner Herrman & Brock
New Jersey
$551K – – –
SWM
645
SHP Wealth Management
Massachusetts
$551K +$527K +3,997 New
BA
646
Bridgewater Advisors
New York
$550K +$85.6K +649 +18%
EWA
647
EverSource Wealth Advisors
Alabama
$549K -$16.5K -125 -3%
MIM
648
MTM Investment Management
South Carolina
$545K – – –
CP
649
Camelot Portfolios
Ohio
$544K -$29.2K -221 -5%
FTWA
650
Fifth Third Wealth Advisors
Ohio
$542K -$18.2K -138 -3%
24 25
26
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