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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$249K +$7.45K +65 +3%
Simplicity Wealth
777
Simplicity Wealth
New Jersey
$248K -$89.2K -778 -28%
JLBC
778
J.L. Bainbridge & Co
Florida
$247K – – –
PCA
779
Purkiss Capital Advisors
Connecticut
$247K – – –
SWM
780
Segment Wealth Management
Texas
$247K – – –
William Blair Investment Management
781
William Blair Investment Management
Illinois
$245K -$1.38K -12 -0.6%
Howard Capital Management
782
Howard Capital Management
Georgia
$244K -$22.5K -196 -9%
EI
783
Ellevest Inc
New York
$243K +$6.31K +55 +3%
Simon Quick Advisors
784
Simon Quick Advisors
New Jersey
$243K +$225K +1,962 New
BFO
785
Boston Family Office
Massachusetts
$239K – – –
Great Valley Advisor Group
786
Great Valley Advisor Group
Delaware
$238K -$36.5K -318 -14%
NB
787
Northwest Bancshares
Pennsylvania
$236K – – –
MFG
788
MidWestOne Financial Group
Iowa
$235K +$218K +1,900 New
TFA
789
Trinity Financial Advisors
Ohio
$235K – – –
AlTi Global
790
AlTi Global
New York
$234K -$39.4K -344 -15%
HT
791
Headlands Technologies
Illinois
$234K -$1.39M -12,163 -87%
CBA
792
Coastal Bridge Advisors
Connecticut
$233K +$216K +1,887 New
Concurrent Investment Advisors
793
Concurrent Investment Advisors
Florida
$233K +$216K +1,886 New
TSWM
794
Tyler-Stone Wealth Management
Ohio
$232K – – –
Valeo Financial Advisors
795
Valeo Financial Advisors
Indiana
$232K -$13.3K -116 -6%
CPRC
796
Consolidated Portfolio Review Corp
New York
$232K – – –
FCP
797
Fidelis Capital Partners
Florida
$232K -$11.5K -100 -5%
Pallas Capital Advisors
798
Pallas Capital Advisors
Massachusetts
$231K -$6.99K -61 -3%
SPA
799
Shore Point Advisors
New Jersey
$229K – – –
Mather Group
800
Mather Group
Illinois
$229K +$1.26K +11 +0.6%