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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
701
Core Alternative Capital
Georgia
$4K +$3.46K +49 New
APW
702
Acima Private Wealth
Virginia
$3K – – –
SC
703
Sierra Capital
Florida
$3K – – –
VCM
704
Versant Capital Management
Arizona
$3K – – –
WB
705
Webster Bank
Connecticut
$3K – – –
SC
706
Schubert & Co
Texas
$3K +$564 +8 +20%
LWA
707
Lenox Wealth Advisors
New York
$3K +$846 +12 +55%
NIC
708
Northwest Investment Counselors
Oregon
$3K +$2.47K +35 New
DI
709
Disciplined Investments
Oklahoma
$3K +$3.1K +44 New
T
710
TCWP
Ohio
$3K +$3.53K +50 New
FMP
711
Financial Management Professionals
Texas
$2K -$282 -4 -13%
AIP
712
Ahrens Investment Partners
Louisiana
$2K – – –
AFG
713
Albion Financial Group
Utah
$2K – – –
JFA
714
JNBA Financial Advisors
Minnesota
$2K – – –
SC
715
SouthState Corp
Florida
$2K – – –
MFT
716
Moisand Fitzgerald Tamayo
Florida
$2K +$2.04K +29 New
AWM
717
AllSquare Wealth Management
New York
$1K – – –
APC
718
Aspire Private Capital
North Carolina
$1K – – –
BWM
719
BerganKDV Wealth Management
Minnesota
$1K – – –
S
720
Surevest
California
$1K – – –
TFGT
721
TS Financial Group (TSFG)
Illinois
$1K – – –
SIC
722
SJS Investment Consulting
Ohio
$1K +$564 +8 New
SC
723
Siena Capital
Ohio
$1K +$635 +9 New
GWMIA
724
Global Wealth Management Investment Advisory
Florida
$1K +$776 +11 New
WA
725
WestEnd Advisors
North Carolina
$287 -$282 -4 Closed
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29
30 31