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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
676
Catalyst Financial Partners
Massachusetts
$438K +$5.26K +41 +1%
GWMR
677
GC Wealth Management RIA
Massachusetts
$438K +$421K +3,283 New
OQS
678
Occudo Quantitative Strategies
Florida
$433K +$416K +3,246 New
BFO
679
Boston Family Office
Massachusetts
$431K +$167K +1,300 +67%
BTW
680
Boston Trust Walden
Massachusetts
$427K – – –
QL
681
Quarry LP
New York
$425K -$320K -2,494 -44%
AAIS
682
ABN AMRO Investment Solutions
$424K – – –
NP
683
NorthRock Partners
Minnesota
$419K -$41.9K -327 -9%
SCTC
684
Sanibel Captiva Trust Company
Florida
$417K – – –
PWM
685
Perigon Wealth Management
California
$417K +$1.92K +15 +0.5%
BCG
686
BayBridge Capital Group
California
$416K -$84.4K -658 -17%
BEI
687
Benjamin Edwards Inc
Missouri
$411K +$1.03K +8 +0.3%
PP
688
PDS Planning
Ohio
$411K -$30.7K -239 -7%
CAG
689
Crestwood Advisors Group
Massachusetts
$410K +$113K +884 +40%
VVP
690
Venture Visionary Partners
Ohio
$407K +$641 +5 +0.2%
DJSG
691
D.J. St. Germain
Massachusetts
$406K – – –
WAM
692
Weiss Asset Management
Massachusetts
$405K +$390K +3,037 New
HPC
693
HM Payson & Co
Maine
$404K – – –
RPC
694
Rossmore Private Capital
Connecticut
$404K – – –
WIA
695
Wetzel Investment Advisors
Indiana
$402K – – –
CFG
696
Cooper Financial Group
California
$400K -$17.1K -133 -4%
RA
697
Ransom Advisory
Rhode Island
$400K – – –
DDPIC
698
Deroy & Devereaux Private Investment Counsel
Michigan
$400K – – –
AFP
699
Ausdal Financial Partners
Iowa
$400K +$385K +2,998 New
WPA
700
West Paces Advisors
Georgia
$399K +$39.6K +309 +12%
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