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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
Spreng Capital Management
Ohio
$240K +$213K +2,325 New
HCMG
702
Howard Capital Management Group
California
$239K +$213K +2,324 New
P
703
&Partners
Tennessee
$239K +$212K +2,317 New
WPW
704
Waldron Private Wealth
Pennsylvania
$236K +$210K +2,287 New
SPC
705
Sigma Planning Corp
Michigan
$235K +$209K +2,282 New
PP
706
PDS Planning
Ohio
$234K +$208K +2,272 New
BW
707
Bison Wealth
Georgia
$232K +$207K +2,255 New
SM
708
Salzhauer Michael
$231K +$206K +2,246 New
AF
709
Advisornet Financial
Minnesota
$230K +$917 +10 +0.4%
DWM
710
Drive Wealth Management
Utah
$229K +$203K +2,212 New
BTI
711
Blue Trust Inc
Georgia
$229K -$3.02K -33 -1%
BHWM
712
Bar Harbor Wealth Management
New Hampshire
$229K +$204K +2,221 New
EWM
713
Evercore Wealth Management
New York
$228K +$203K +2,213 New
HI
714
Humankind Investments
New York
$227K +$202K +2,200 New
WB
715
WesBanco Bank
West Virginia
$225K +$200K +2,183 New
SA
716
SpiderRock Advisors
Delaware
$223K +$206K +2,242 New
KFGK
717
Keystone Financial Group (Kentucky)
Kentucky
$223K +$199K +2,166 New
TAM
718
Trillium Asset Management
Massachusetts
$223K +$199K +2,167 New
CPIG
719
Chicago Partners Investment Group
Illinois
$221K +$203K +2,210 New
WAG
720
Winthrop Advisory Group
Massachusetts
$220K +$195K +2,126 New
MPM
721
MBB Public Markets
Illinois
$220K +$195K +2,131 New
NSIM
722
North Star Investment Management
Illinois
$218K – – –
William Blair Investment Management
723
William Blair Investment Management
Illinois
$217K -$46.7K -509 -19%
SWM
724
Spire Wealth Management
Virginia
$216K -$15.7K -171 -8%
FCG
725
Fielder Capital Group
Tennessee
$214K +$190K +2,078 New