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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
551
Provence Wealth Management Group
California
$335K -$108K -1,428 -26%
JIP
552
Jaffetilchin Investment Partners
Florida
$333K -$114K -1,513 -27%
JCIA
553
Jackson Creek Investment Advisors
Colorado
$333K -$14.3K -190 -4%
BAM
554
Belpointe Asset Management
Nevada
$332K +$58K +770 +23%
GI
555
GAMCO Investors
Connecticut
$330K – – –
FIA
556
Foundations Investment Advisors
Arizona
$329K +$1.88K +25 +0.7%
LSAG
557
Lake Street Advisors Group
New Hampshire
$327K +$305K +4,044 New
CM
558
Capula Management
Cayman Islands
$327K +$306K +4,063 New
LFG
559
Lockerman Financial Group
California
$322K – – –
TA
560
Tectonic Advisors
Texas
$320K +$300K +3,978 New
PCS
561
Personal CFO Solutions
New Jersey
$318K -$10.2K -136 -3%
MIM
562
MTM Investment Management
South Carolina
$318K – – –
ACM
563
Advisors Capital Management
New Jersey
$311K +$33.8K +449 +13%
GWM
564
Geneos Wealth Management
Colorado
$311K -$61.3K -814 -17%
SIG
565
Stonegate Investment Group
Alabama
$308K – – –
WT
566
Washington Trust
Rhode Island
$307K +$5.65K +75 +2%
PTC
567
Petrus Trust Company
Texas
$307K +$288K +3,824 New
VVP
568
Venture Visionary Partners
Ohio
$305K -$10.7K -142 -4%
BHCM
569
Brevan Howard Capital Management
Jersey
$304K +$285K +3,788 New
AWM
570
Avior Wealth Management
Nebraska
$303K +$4.37K +58 +2%
HCA
571
Horan Capital Advisors
Ohio
$300K – – –
WPC
572
Wedmont Private Capital
Pennsylvania
$299K +$275K +3,649 New
BPC
573
Banque Pictet & Cie
Switzerland
$299K -$814K -10,811 -74%
CFP
574
Catalyst Financial Partners
Massachusetts
$297K +$278K +3,693 New
TAM
575
Trust Asset Management
Texas
$294K – – –
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