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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Drive Wealth Management
Utah
$231K +$7.73K +77 +3%
PP
702
PDS Planning
Ohio
$230K +$2.01K +20 +0.9%
SPC
703
Sigma Planning Corp
Michigan
$228K -$1.51K -15 -0.7%
CGL
704
Clarius Group LLC
Washington
$228K -$8.43K -84 -4%
RCM
705
RNC Capital Management
California
$227K +$226K +2,254 New
MIS
706
Morningstar Investment Services
Illinois
$226K +$221K +2,202 New
SM
707
Salzhauer Michael
$226K
SWP
708
Stratos Wealth Partners
Ohio
$225K -$25.9K -258 -10%
AF
709
Advisornet Financial
Minnesota
$225K
SA
710
SpiderRock Advisors
Delaware
$223K -$2.01K -20 -0.9%
BHWM
711
Bar Harbor Wealth Management
New Hampshire
$223K
EWM
712
Evercore Wealth Management
New York
$222K
C
713
Certuity
Florida
$222K +$222K +2,208 New
DLA
714
Douglas Lane & Associates
New York
$221K -$56.1K -559 -20%
LA
715
Lifeworks Advisors
Michigan
$221K -$22.2K -221 -9%
WB
716
WesBanco Bank
West Virginia
$221K +$1.71K +17 +0.8%
IAIM
717
International Assets Investment Management
Florida
$220K +$219K +2,184 New
TAM
718
Trillium Asset Management
Massachusetts
$218K
KFGK
719
Keystone Financial Group (Kentucky)
Kentucky
$218K
SEIA
720
Signature Estate & Investment Advisors
California
$216K +$14.9K +148 +7%
WAG
721
Winthrop Advisory Group
Massachusetts
$214K +$401 +4 +0.2%
CIA
722
Concurrent Investment Advisors
Florida
$213K +$213K +2,122 New
NSIM
723
North Star Investment Management
Illinois
$213K
William Blair Investment Management
724
William Blair Investment Management
Illinois
$212K
IP
725
Ignite Planners
California
$210K +$5.52K +55 +3%