Stock
HSRT
| Ownership Count: | 81 |
| Ownership Count: | 81 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Hartford Funds Management Co LLC | 4.21% |
Added 0.00%
|
1,096,176 | $44,439,000.0 |
| Fiduciary Planning LLC | 8.59% |
Added 2.76%
|
670,420 | $26,102,000.0 |
| LPL Financial LLC | 0.01% |
Added 1.53%
|
492,696 | $19,183,000.0 |
| HARTFORD INVESTMENT MANAGEMENT CO | 0.51% |
Reduced 48.87%
|
383,089 | $14,651,000.0 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.0% |
No Change
|
245,000 | $9,927,000.0 |
| ForthRight Wealth Management, LLC | 2.53% |
Added 5.48%
|
194,689 | $7,580,000.0 |
| Aptus Capital Advisors, LLC | 0.21% |
No Change
|
172,647 | $6,573,000.0 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.2% |
Added 2.00%
|
134,361 | $5,273,000.0 |
| Kestra Advisory Services, LLC | 0.02% |
No Change
|
97,218 | $3,785,000.0 |
| Wealthcare Advisory Partners LLC | 0.15% |
Added 0.91%
|
82,651 | $3,120,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.0% |
Added 199.06%
|
73,049 | $2,844,000.0 |
| JPMORGAN CHASE & CO | 0.0% |
No Change
|
65,039 | $2,535,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
57,464 | $2,237,000.0 |
| BANK OF MONTREAL /CAN/ | 0.0% |
No Change
|
44,293 | $1,695,000.0 |
| Centric Wealth Management | 0.48% |
Reduced 20.00%
|
40,000 | $1,566,000.0 |