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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
VA
526
Verdad Advisers
Massachusetts
$658K -$803K -7,325 -57%
BAM
527
Belpointe Asset Management
Nevada
$658K +$171K +1,562 +39%
DWM
528
Dynasty Wealth Management
Florida
$658K -$31.2K -285 -5%
CI
529
CX Institutional
Indiana
$657K +$3.07K +28 +0.5%
WLG
530
Williamson Legacy Group
Indiana
$654K +$610K +5,561 New
VH
531
Visionary Horizons
Tennessee
$652K -$6.69K -61 -1%
BCWM
532
Bartlett & Co Wealth Management
Ohio
$649K – – –
GWM
533
Geneos Wealth Management
Colorado
$649K +$157K +1,434 +35%
VNIM
534
Vaughan Nelson Investment Management
Texas
$643K – – –
FFM
535
Forum Financial Management
Illinois
$643K -$767 -7 -0.1%
NIMI
536
Natixis Investment Managers International
France
$643K – – –
BPA
537
Beacon Pointe Advisors
California
$633K -$80.7K -736 -12%
LAM
538
LECAP Asset Management
United Kingdom
$633K +$590K +5,379 New
HFS
539
Hantz Financial Services
Michigan
$628K -$48.1K -439 -8%
NAM
540
NTV Asset Management
West Virginia
$628K +$22.5K +205 +4%
CIM
541
Cambria Investment Management
California
$626K +$111K +1,011 +23%
PCP
542
Proficio Capital Partners
Massachusetts
$619K -$62.1K -566 -10%
Lido Advisors
543
Lido Advisors
California
$611K -$8.17M -74,494 -93%
MSWM
544
McGlone Suttner Wealth Management
Wisconsin
$603K +$216K +1,966 +62%
BCG
545
BayBridge Capital Group
California
$596K -$6.69K -61 -1%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$593K +$47.7K +435 +9%
BSG
547
Black Swift Group
Colorado
$588K +$247K +2,250 +82%
MHC
548
Meyer Handelman Company
New York
$588K – – –
BFG
549
Bleakley Financial Group
New Jersey
$582K -$1.43K -13 -0.3%
SIM
550
Stratos Investment Management
Ohio
$578K +$539K +4,917 New