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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
Ameritas Investment Partners
701
Ameritas Investment Partners
Nebraska
$309K -$16.6K -143 -5%
PP
702
PDS Planning
Ohio
$307K -$22.6K -195 -6%
OF
703
Optimize Financial
California
$307K +$325K +2,807 New
FAN
704
Financial Advisors Network
California
$305K +$323K +2,790 New
Wealthspire Advisors (New York)
705
Wealthspire Advisors (New York)
New York
$305K +$55.8K +481 +21%
WF
706
Wayfinding Financial
Washington
$305K +$322K +2,777 New
CNBOF
707
City National Bank of Florida
Florida
$304K +$323K +2,783 New
Simplicity Wealth
708
Simplicity Wealth
New Jersey
$304K -$68.5K -591 -18%
GA
709
Geller Advisors
New York
$304K -$9.28K -80 -3%
Winton Group
710
Winton Group
United Kingdom
$304K -$5.77M -49,786 -95%
IFP Advisors
711
IFP Advisors
Florida
$304K +$16.7K +144 +5%
HPA
712
High Probability Advisors
New York
$301K – – –
BONH
713
Bank of New Hampshire
New Hampshire
$300K -$34.8K -300 -10%
Pinnacle Associates
714
Pinnacle Associates
New York
$299K +$317K +2,734 New
BA
715
Bluesphere Advisors
Pennsylvania
$296K – – –
TF
716
Trek Financial
Arizona
$293K +$311K +2,680 New
Woodline Partners
717
Woodline Partners
California
$293K -$49.9M -430,345 -99%
FFG
718
Fortem Financial Group
California
$291K +$232 +2 +0.1%
SCA
719
Snowden Capital Advisors
New York
$290K -$2.09K -18 -0.7%
Principal Securities
720
Principal Securities
Iowa
$289K +$41K +354 +15%
Brooklyn Investment Group
721
Brooklyn Investment Group
New York
$289K +$23.3K +201 +8%
EverSource Wealth Advisors
722
EverSource Wealth Advisors
Alabama
$288K +$21.1K +182 +7%
Arax Advisory Partners
723
Arax Advisory Partners
Colorado
$285K +$265K +2,286 +719%
MA
724
MONECO Advisors
Connecticut
$284K -$35.4K -305 -10%
MC
725
McCarthy & Cox
Ohio
$284K – – –