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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
PP
701
PDS Planning
Ohio
$230K +$2.01K +20 +0.9%
SPC
702
Sigma Planning Corp
Michigan
$228K -$1.51K -15 -0.7%
CGL
703
Clarius Group LLC
Washington
$228K -$8.43K -84 -4%
RCM
704
RNC Capital Management
California
$227K +$226K +2,254 New
MIS
705
Morningstar Investment Services
Illinois
$226K +$221K +2,202 New
SM
706
Salzhauer Michael
$226K – – –
SWP
707
Stratos Wealth Partners
Ohio
$225K -$25.9K -258 -10%
AF
708
Advisornet Financial
Minnesota
$225K – – –
SA
709
SpiderRock Advisors
Delaware
$223K -$2.01K -20 -0.9%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$223K – – –
EWM
711
Evercore Wealth Management
New York
$222K – – –
C
712
Certuity
Florida
$222K +$222K +2,208 New
DLA
713
Douglas Lane & Associates
New York
$221K -$56.1K -559 -20%
LA
714
Lifeworks Advisors
Michigan
$221K -$22.2K -221 -9%
WB
715
WesBanco Bank
West Virginia
$221K +$1.71K +17 +0.8%
IAIM
716
International Assets Investment Management
Florida
$220K +$219K +2,184 New
TAM
717
Trillium Asset Management
Massachusetts
$218K – – –
KFGK
718
Keystone Financial Group (Kentucky)
Kentucky
$218K – – –
SEIA
719
Signature Estate & Investment Advisors
California
$216K +$14.9K +148 +7%
WAG
720
Winthrop Advisory Group
Massachusetts
$214K +$401 +4 +0.2%
CIA
721
Concurrent Investment Advisors
Florida
$213K +$213K +2,122 New
NSIM
722
North Star Investment Management
Illinois
$213K – – –
William Blair Investment Management
723
William Blair Investment Management
Illinois
$212K – – –
IP
724
Ignite Planners
California
$210K +$5.52K +55 +3%
FCG
725
Fielder Capital Group
Tennessee
$210K +$803 +8 +0.4%