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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Mission Wealth Management
California
$255K +$42.8K +607 +20%
GIA
502
GHP Investment Advisors
Colorado
$251K +$141 +2 +0.1%
DADC
503
D.A. Davidson & Co
Montana
$250K -$15.9K -225 -6%
SFI
504
Siemens Fonds Invest
Germany
$250K -$917 -13 -0.4%
CG
505
Caprock Group
Idaho
$249K -$8.54K -121 -3%
VAS
506
Vestmark Advisory Solutions
Massachusetts
$249K +$6.07K +86 +2%
WS
507
Wedbush Securities
California
$248K -$73.4K -1,041 -22%
BONH
508
Bank of New Hampshire
New Hampshire
$248K +$8.82K +125 +4%
WC
509
Weil Company
California
$247K – – –
AWM
510
Aries Wealth Management
Maine
$243K – – –
PHAM
511
Palisades Hudson Asset Management
Florida
$243K – – –
VIM
512
Vista Investment Management
Pennsylvania
$241K -$2.12K -30 -0.9%
WF
513
Welch & Forbes
Massachusetts
$240K – – –
CAL
514
Capital Analysts LLC
Pennsylvania
$240K +$917 +13 +0.4%
CAN
515
Cetera Advisor Networks
California
$239K -$6K -85 -2%
TAM
516
Trust Asset Management
Texas
$239K – – –
TU
517
TDAM USA
Ontario, Canada
$238K +$5.79K +82 +2%
OIA
518
OneDigital Investment Advisors
Kansas
$238K +$244K +3,453 New
QIM
519
Quantitative Investment Management
Virginia
$236K +$242K +3,428 New
BTW
520
Boston Trust Walden
Massachusetts
$235K – – –
VVP
521
Venture Visionary Partners
Ohio
$235K – – –
GWM
522
GSB Wealth Management
Connecticut
$235K +$28.2K +400 +13%
HWIS
523
Hancock Whitney Investment Services
Louisiana
$233K +$233K +3,307 New
AWM
524
AE Wealth Management
Kansas
$232K +$237K +3,357 New
YIA
525
YHB Investment Advisors
Connecticut
$230K -$8.82K -125 -4%
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