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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
526
Vista Investment Management
Pennsylvania
$251K – – –
TAM
527
Trust Asset Management
Texas
$250K +$1.41K +20 +0.6%
AWM
528
AE Wealth Management
Kansas
$248K +$7.12K +101 +3%
VVP
529
Venture Visionary Partners
Ohio
$246K +$1.06K +15 +0.4%
BTW
530
Boston Trust Walden
Massachusetts
$244K – – –
AG
531
AIA Group
Hong Kong
$243K +$76.1K +1,079 +47%
AWM
532
Aprio Wealth Management
Georgia
$243K +$238K +3,381 New
YIA
533
YHB Investment Advisors
Connecticut
$239K – – –
UC
534
Unio Capital
New Jersey
$237K – – –
SWM
535
Spire Wealth Management
Virginia
$237K +$12.2K +173 +6%
SF
536
Summit Financial
New Jersey
$234K – – –
AIM
537
Avity Investment Management
Connecticut
$233K +$21.2K +300 +10%
AC
538
Avestar Capital
New York
$232K +$226K +3,211 New
PCMC
539
Paragon Capital Management (Colorado)
Colorado
$231K +$7.48K +106 +3%
OMC
540
Old Mission Capital
Illinois
$230K +$226K +3,199 New
GJIC
541
Gamble Jones Investment Counsel
California
$228K – – –
IWA
542
IVC Wealth Advisors
Pennsylvania
$228K +$282 +4 +0.1%
HIMC
543
Heritage Investors Management Corp
Maryland
$227K +$14.1K +200 +7%
MGIA
544
Moneta Group Investment Advisors
Missouri
$226K +$2.33K +33 +1%
GWM
545
Geneos Wealth Management
Colorado
$226K +$28.4K +403 +15%
EL
546
EMFO LLC
Florida
$226K +$99K +1,404 +80%
IWP
547
Insight Wealth Partners
Texas
$225K -$93.1K -1,320 -30%
FCH
548
Freestone Capital Holdings
Washington
$221K +$217K +3,083 New
DCM
549
Dupont Capital Management
Delaware
$219K -$46.4K -658 -18%
GIA
550
GHP Investment Advisors
Colorado
$219K -$41.2K -584 -16%
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