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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
701
Catalina Capital Group
California
$240K +$213K +2,327 New
SCM
702
Spreng Capital Management
Ohio
$240K +$213K +2,325 New
HCMG
703
Howard Capital Management Group
California
$239K +$213K +2,324 New
P
704
&Partners
Tennessee
$239K +$212K +2,317 New
WPW
705
Waldron Private Wealth
Pennsylvania
$236K +$210K +2,287 New
SPC
706
Sigma Planning Corp
Michigan
$235K +$209K +2,282 New
PP
707
PDS Planning
Ohio
$234K +$208K +2,272 New
BW
708
Bison Wealth
Georgia
$232K +$207K +2,255 New
SM
709
Salzhauer Michael
$231K +$206K +2,246 New
AF
710
Advisornet Financial
Minnesota
$230K +$917 +10 +0.4%
DWM
711
Drive Wealth Management
Utah
$229K +$203K +2,212 New
BTI
712
Blue Trust Inc
Georgia
$229K -$3.02K -33 -1%
BHWM
713
Bar Harbor Wealth Management
New Hampshire
$229K +$204K +2,221 New
EWM
714
Evercore Wealth Management
New York
$228K +$203K +2,213 New
HI
715
Humankind Investments
New York
$227K +$202K +2,200 New
WB
716
WesBanco Bank
West Virginia
$225K +$200K +2,183 New
SA
717
SpiderRock Advisors
Delaware
$223K +$206K +2,242 New
KFGK
718
Keystone Financial Group (Kentucky)
Kentucky
$223K +$199K +2,166 New
TAM
719
Trillium Asset Management
Massachusetts
$223K +$199K +2,167 New
CPIG
720
Chicago Partners Investment Group
Illinois
$221K +$203K +2,210 New
WAG
721
Winthrop Advisory Group
Massachusetts
$220K +$195K +2,126 New
MPM
722
MBB Public Markets
Illinois
$220K +$195K +2,131 New
NSIM
723
North Star Investment Management
Illinois
$218K
William Blair Investment Management
724
William Blair Investment Management
Illinois
$217K -$46.7K -509 -19%
SWM
725
Spire Wealth Management
Virginia
$216K -$15.7K -171 -8%