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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
701
Burke & Herbert Bank & Trust
Virginia
$303K -$40.3K -368 -12%
MCM
702
MAI Capital Management
Ohio
$301K -$2.1M -19,148 -88%
GVAG
703
Great Valley Advisor Group
Delaware
$300K +$20K +182 +8%
PMSA
704
Patrick M. Sweeney & Associates
Illinois
$297K – – –
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$296K – – –
VIA
706
Virtus Investment Advisers
Connecticut
$295K – – –
CCG
707
Catalina Capital Group
California
$293K +$11.2K +102 +4%
FRA
708
Frank Rimerman Advisors
California
$292K +$1.32K +12 +0.5%
FHA
709
First Horizon Advisors
Tennessee
$291K +$6.8K +62 +3%
IAN
710
Integrated Advisors Network
Texas
$290K -$86.2K -786 -24%
ILI
711
Invesco LLC (Illinois)
Illinois
$289K – – –
EWA
712
EverSource Wealth Advisors
Alabama
$288K +$5.59K +51 +2%
BIG
713
Brooklyn Investment Group
New York
$287K +$10.3K +94 +4%
HAG
714
HighPoint Advisor Group
Illinois
$286K -$1.32K -12 -0.5%
SWP
715
Stratos Wealth Partners
Ohio
$286K +$20.9K +191 +9%
COCM
716
Charter Oak Capital Management
New Hampshire
$285K +$767 +7 +0.3%
AIS
717
American Investment Services
Massachusetts
$285K – – –
LA
718
Lifeworks Advisors
Michigan
$284K +$23.5K +214 +10%
CM
719
Caption Management
Oklahoma
$282K +$263K +2,400 New
VP
720
Verum Partners
North Carolina
$281K +$2.3K +21 +0.9%
HT
721
Headlands Technologies
Illinois
$278K +$259K +2,363 New
SIC
722
Sterling Investment Counsel
New York
$277K -$30.7K -280 -11%
HCMG
723
Howard Capital Management Group
California
$274K +$439 +4 +0.2%
DWM
724
Drive Wealth Management
Utah
$273K +$2.85K +26 +1%
FCG
725
Fielder Capital Group
Tennessee
$273K +$25.3K +231 +11%
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