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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
501
BayBridge Capital Group
California
$422K +$387K +5,135 New
FIM
502
Freedom Investment Management
Connecticut
$421K +$38.6K +513 +11%
Vident Advisory
503
Vident Advisory
Georgia
$419K +$17.6K +234 +5%
TD Private Client Wealth
504
TD Private Client Wealth
New York
$417K -$10.5K -139 -3%
Bleakley Financial Group
505
Bleakley Financial Group
New Jersey
$415K +$12.7K +168 +3%
Simplicity Solutions
506
Simplicity Solutions
Minnesota
$415K +$12.7K +168 +3%
CP
507
Camelot Portfolios
Ohio
$412K +$386K +5,123 New
UMB Bank
508
UMB Bank
Missouri
$409K -$22.3K -296 -5%
HCA
509
Harbor Capital Advisors
Illinois
$407K +$2.03K +27 +0.5%
DEA
510
DoubleLine ETF Adviser
Florida
$407K +$26.2K +348 +7%
Independent Advisor Alliance
511
Independent Advisor Alliance
North Carolina
$403K -$16.3K -216 -4%
KS
512
Karpas Strategies
Connecticut
$402K – – –
Johnson Investment Counsel
513
Johnson Investment Counsel
Ohio
$400K -$52.4K -696 -12%
Apollon Wealth Management
514
Apollon Wealth Management
South Carolina
$393K +$92.6K +1,230 +34%
Wedbush Securities
515
Wedbush Securities
California
$392K +$12.3K +163 +3%
Citizens Financial Group
516
Citizens Financial Group
Rhode Island
$391K +$112K +1,481 +44%
Merit Financial Group
517
Merit Financial Group
Georgia
$390K -$53.6K -712 -13%
SWM
518
SeaCrest Wealth Management
New York
$389K -$904 -12 -0.3%
Welch & Forbes
519
Welch & Forbes
Massachusetts
$386K – – –
FFG
520
Frisch Financial Group
New York
$385K – – –
C
521
CEDRUS
Colorado
$385K -$89.2K -1,185 -20%
Vestmark Advisory Solutions
522
Vestmark Advisory Solutions
Massachusetts
$385K -$6.93K -92 -2%
Truepoint Inc
523
Truepoint Inc
Ohio
$382K +$89.1K +1,183 +33%
NW
524
Naviter Wealth
Arkansas
$381K +$84.2K +1,118 +31%
Bessemer Group
525
Bessemer Group
New Jersey
$378K +$157K +2,086 +80%