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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Stevens Capital Management
Pennsylvania
$271K +$291K +4,144 New
OIA
502
OneDigital Investment Advisors
Kansas
$268K -$3.44K -49 -1%
AG
503
AIA Group
Hong Kong
$268K +$49.8K +711 +21%
C
504
CEDRUS
Colorado
$268K +$21K +299 +8%
WF
505
Welch & Forbes
Massachusetts
$267K +$7.08K +101 +3%
LFG
506
Lockerman Financial Group
California
$262K – – –
IAA
507
Independent Advisor Alliance
North Carolina
$259K -$16K -228 -5%
SWM
508
SeaCrest Wealth Management
New York
$257K +$276K +3,931 New
HCM
509
HM Capital Management
Missouri
$255K – – –
PFO
510
Pathstone Family Office
New Jersey
$252K +$269K +3,843 New
NSIM
511
North Star Investment Management
Illinois
$251K +$421 +6 +0.2%
NL
512
NWAM LLC
Washington
$251K +$270K +3,853 New
WT
513
Washington Trust
Rhode Island
$248K -$14K -200 -5%
HW
514
Hancock Whitney
Mississippi
$247K +$1.26K +18 +0.5%
CCFM
515
Clear Creek Financial Management
Washington
$246K +$263K +3,753 New
SA
516
Syntax Advisors
New York
$245K +$6.73K +96 +3%
VCG
517
Vantage Consulting Group
Virginia
$245K +$6.73K +96 +3%
IAIM
518
Industrial Alliance Investment Management
Quebec, Canada
$244K -$14.7K -210 -5%
HCA
519
Horan Capital Advisors
Ohio
$244K – – –
XT
520
XTX Topco
Cayman Islands
$242K -$391K -5,580 -60%
VVP
521
Venture Visionary Partners
Ohio
$240K +$17K +243 +7%
PCP
522
Proficio Capital Partners
Massachusetts
$238K +$4.91K +70 +2%
TMAM
523
Tokio Marine Asset Management
Japan
$237K +$7.92K +113 +3%
JFL
524
Jarislowsky, Fraser Ltd
Quebec, Canada
$235K – – –
TI
525
Tidal Investments
Wisconsin
$234K -$50.8K -724 -17%
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