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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
701
MAI Capital Management
Ohio
$301K -$2.1M -19,148 -88%
GVAG
702
Great Valley Advisor Group
Delaware
$300K +$20K +182 +8%
PMSA
703
Patrick M. Sweeney & Associates
Illinois
$297K – – –
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$296K – – –
VIA
705
Virtus Investment Advisers
Connecticut
$295K – – –
CCG
706
Catalina Capital Group
California
$293K +$11.2K +102 +4%
FRA
707
Frank Rimerman Advisors
California
$292K +$1.32K +12 +0.5%
FHA
708
First Horizon Advisors
Tennessee
$291K +$6.8K +62 +3%
IAN
709
Integrated Advisors Network
Texas
$290K -$86.2K -786 -24%
ILI
710
Invesco LLC (Illinois)
Illinois
$289K – – –
EWA
711
EverSource Wealth Advisors
Alabama
$288K +$5.59K +51 +2%
BIG
712
Brooklyn Investment Group
New York
$287K +$10.3K +94 +4%
HAG
713
HighPoint Advisor Group
Illinois
$286K -$1.32K -12 -0.5%
SWP
714
Stratos Wealth Partners
Ohio
$286K +$20.9K +191 +9%
COCM
715
Charter Oak Capital Management
New Hampshire
$285K +$767 +7 +0.3%
AIS
716
American Investment Services
Massachusetts
$285K – – –
LA
717
Lifeworks Advisors
Michigan
$284K +$23.5K +214 +10%
CM
718
Caption Management
Oklahoma
$282K +$263K +2,400 New
VP
719
Verum Partners
North Carolina
$281K +$2.3K +21 +0.9%
HT
720
Headlands Technologies
Illinois
$278K +$259K +2,363 New
SIC
721
Sterling Investment Counsel
New York
$277K -$30.7K -280 -11%
HCMG
722
Howard Capital Management Group
California
$274K +$439 +4 +0.2%
DWM
723
Drive Wealth Management
Utah
$273K +$2.85K +26 +1%
FCG
724
Fielder Capital Group
Tennessee
$273K +$25.3K +231 +11%
WANY
725
Wealthspire Advisors (New York)
New York
$271K -$877 -8 -0.3%
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