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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
501
Connectus Wealth
Ohio
$422K -$7.53K -100 -2%
BCG
502
BayBridge Capital Group
California
$422K +$387K +5,135 New
FIM
503
Freedom Investment Management
Connecticut
$421K +$38.6K +513 +11%
VA
504
Vident Advisory
Georgia
$419K +$17.6K +234 +5%
TPCW
505
TD Private Client Wealth
New York
$417K -$10.5K -139 -3%
BFG
506
Bleakley Financial Group
New Jersey
$415K +$12.7K +168 +3%
SS
507
Simplicity Solutions
Minnesota
$415K +$12.7K +168 +3%
CP
508
Camelot Portfolios
Ohio
$412K +$386K +5,123 New
UB
509
UMB Bank
Missouri
$409K -$22.3K -296 -5%
HCA
510
Harbor Capital Advisors
Illinois
$407K +$2.03K +27 +0.5%
DEA
511
DoubleLine ETF Adviser
Florida
$407K +$26.2K +348 +7%
IAA
512
Independent Advisor Alliance
North Carolina
$403K -$16.3K -216 -4%
KS
513
Karpas Strategies
Connecticut
$402K – – –
JIC
514
Johnson Investment Counsel
Ohio
$400K -$52.4K -696 -12%
AWM
515
Apollon Wealth Management
South Carolina
$393K +$92.6K +1,230 +34%
WS
516
Wedbush Securities
California
$392K +$12.3K +163 +3%
CFG
517
Citizens Financial Group
Rhode Island
$391K +$112K +1,481 +44%
MFG
518
Merit Financial Group
Georgia
$390K -$53.6K -712 -13%
SWM
519
SeaCrest Wealth Management
New York
$389K -$904 -12 -0.3%
WF
520
Welch & Forbes
Massachusetts
$386K – – –
FFG
521
Frisch Financial Group
New York
$385K – – –
C
522
CEDRUS
Colorado
$385K -$89.2K -1,185 -20%
VAS
523
Vestmark Advisory Solutions
Massachusetts
$385K -$6.93K -92 -2%
TI
524
Truepoint Inc
Ohio
$382K +$89.1K +1,183 +33%
NW
525
Naviter Wealth
Arkansas
$381K +$84.2K +1,118 +31%
19 20
21
22 23