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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
551
Jaffetilchin Investment Partners
Florida
$333K -$114K -1,513 -27%
JCIA
552
Jackson Creek Investment Advisors
Colorado
$333K -$14.3K -190 -4%
BAM
553
Belpointe Asset Management
Nevada
$332K +$58K +770 +23%
GI
554
GAMCO Investors
Connecticut
$330K – – –
FIA
555
Foundations Investment Advisors
Arizona
$329K +$1.88K +25 +0.7%
LSAG
556
Lake Street Advisors Group
New Hampshire
$327K +$305K +4,044 New
CM
557
Capula Management
Cayman Islands
$327K +$306K +4,063 New
LFG
558
Lockerman Financial Group
California
$322K – – –
TA
559
Tectonic Advisors
Texas
$320K +$300K +3,978 New
PCS
560
Personal CFO Solutions
New Jersey
$318K -$10.2K -136 -3%
MIM
561
MTM Investment Management
South Carolina
$318K – – –
ACM
562
Advisors Capital Management
New Jersey
$311K +$33.8K +449 +13%
GWM
563
Geneos Wealth Management
Colorado
$311K -$61.3K -814 -17%
SIG
564
Stonegate Investment Group
Alabama
$308K – – –
WT
565
Washington Trust
Rhode Island
$307K +$5.65K +75 +2%
PTC
566
Petrus Trust Company
Texas
$307K +$288K +3,824 New
VVP
567
Venture Visionary Partners
Ohio
$305K -$10.7K -142 -4%
BHCM
568
Brevan Howard Capital Management
Jersey
$304K +$285K +3,788 New
AWM
569
Avior Wealth Management
Nebraska
$303K +$4.37K +58 +2%
HCA
570
Horan Capital Advisors
Ohio
$300K – – –
WPC
571
Wedmont Private Capital
Pennsylvania
$299K +$275K +3,649 New
BPC
572
Banque Pictet & Cie
Switzerland
$299K -$814K -10,811 -74%
CFP
573
Catalyst Financial Partners
Massachusetts
$297K +$278K +3,693 New
TAM
574
Trust Asset Management
Texas
$294K – – –
FFG
575
Fortem Financial Group
California
$293K -$59.8K -794 -18%
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