Stock
HTRB
| Ownership Count: | 230 |
| Ownership Count: | 230 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Hartford Funds Management Co LLC | 46.17% |
Added 6.09%
|
14,563,743 | $485,409,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.15% |
Reduced 0.08%
|
1,992,823 | $69,669,000.0 |
| WMS Partners, LLC | 3.66% |
Added 10.67%
|
1,945,220 | $64,834,000.0 |
| Financial Planning & Information Services, Inc. | 7.03% |
No Change
|
1,459,028 | $51,007,000.0 |
| UBS Group AG | 0.02% |
Added 5.13%
|
1,425,479 | $47,511,000.0 |
| LPL Financial LLC | 0.02% |
Added 23.64%
|
1,290,527 | $43,013,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
1,006,184 | $33,536,000.0 |
| Mountain Capital Investment Advisors, Inc | 6.93% |
Added 1.59%
|
999,143 | $33,301,000.0 |
| WCG Wealth Advisors LLC | 2.25% |
Reduced 0.01%
|
972,991 | $32,430,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 14.86%
|
965,518 | $32,180,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.03% |
Added 89.05%
|
922,508 | $30,747,000.0 |
| Park Capital Management, LLC / WI | 36.56% |
No Change
|
916,436 | $30,544,000.0 |
| Sanctuary Advisors, LLC | 0.2% |
No Change
|
900,338 | $30,161,000.0 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 6.49% |
Added 380.68%
|
898,975 | $29,962,000.0 |
| HOWARD FINANCIAL SERVICES, LTD. | 4.03% |
Added 6.23%
|
883,880 | $29,459,000.0 |