We are live on ! Find out more
HIG icon

Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
701
Boston Trust Walden
Massachusetts
$424K – – –
SFS
702
Sharp Financial Services
Pennsylvania
$422K -$100K -750 -19%
TAM
703
Trust Asset Management
Texas
$420K -$9.09K -68 -2%
PA
704
Pinnacle Associates
New York
$417K +$45.3K +339 +12%
XWL
705
XXI Wealth LLC
Illinois
$415K -$39.6K -296 -9%
HSA
706
HBK Sorce Advisory
Pennsylvania
$415K -$10.8K -81 -3%
SCTC
707
Sanibel Captiva Trust Company
Florida
$414K – – –
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$413K +$77K +576 +23%
EWS
709
Evergreen Wealth Solutions
Pennsylvania
$412K +$2.81K +21 +0.7%
PP
710
PDS Planning
Ohio
$410K +$134 +1 +0%
PL
711
Perpetual Ltd
Australia
$407K +$6.28K +47 +2%
EWA
712
EverSource Wealth Advisors
Alabama
$404K -$153K -1,147 -27%
HPC
713
HM Payson & Co
Maine
$401K – – –
AP
714
Advisors Preferred
Maryland
$400K +$388K +2,904 New
WIA
715
Wetzel Investment Advisors
Indiana
$399K – – –
DDPIC
716
Deroy & Devereaux Private Investment Counsel
Michigan
$398K – – –
WG
717
Winton Group
United Kingdom
$398K +$45.5K +340 +13%
UAS
718
United Asset Strategies
New York
$397K +$92.3K +690 +30%
GCM
719
Genus Capital Management
British Columbia, Canada
$395K -$154K -1,150 -28%
PFGIA
720
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$415K -3,101 -51%
VP
721
Verum Partners
North Carolina
$392K +$9.09K +68 +2%
SAI
722
Savvy Advisors Inc
New York
$392K +$80.4K +601 +26%
DJSG
723
D.J. St. Germain
Massachusetts
$389K -$14.7K -110 -4%
MWM
724
Maridea Wealth Management
New York
$384K -$228K -1,708 -37%
VIM
725
Vista Investment Management
Pennsylvania
$380K – – –
27 28
29
30 31