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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
726
McCarthy & Cox
Ohio
$284K – – –
SC
727
Steph & Co
Wisconsin
$282K -$21.3K -184 -7%
BHBT
728
Burke & Herbert Bank & Trust
Virginia
$282K – – –
SWP
729
Stratos Wealth Partners
Ohio
$282K +$16.7K +144 +6%
LBC
730
Leigh Baldwin & Co
New York
$279K +$295K +2,548 New
AWM
731
Avior Wealth Management
Nebraska
$278K -$75.5K -651 -20%
HAS
732
Horizon Advisory Services
New York
$277K +$294K +2,535 New
JFG
733
Jefferies Financial Group
New York
$276K -$32.5K -280 -10%
PMSA
734
Patrick M. Sweeney & Associates
Illinois
$276K – – –
CAM
735
Cidel Asset Management
Ontario, Canada
$276K -$22K -190 -7%
FHA
736
First Horizon Advisors
Tennessee
$275K +$5.22K +45 +2%
VIA
737
Virtus Investment Advisers
Connecticut
$275K – – –
CCG
738
Catalina Capital Group
California
$274K +$2.44K +21 +0.8%
IAN
739
Integrated Advisors Network
Texas
$272K +$2.32K +20 +0.8%
YIA
740
YHB Investment Advisors
Connecticut
$271K -$20.3K -175 -7%
UAS
741
United Asset Strategies
New York
$270K -$32.6K -281 -10%
BAM
742
Blueshift Asset Management
New Jersey
$269K +$285K +2,461 New
ILI
743
Invesco LLC (Illinois)
Illinois
$269K – – –
CCA
744
Checchi Capital Advisers
California
$268K +$21.4K +185 +8%
SFS
745
Strategic Financial Services
New York
$268K +$75.1K +648 +36%
VP
746
Verum Partners
North Carolina
$266K +$4.87K +42 +2%
COCM
747
Charter Oak Capital Management
New Hampshire
$266K +$464 +4 +0.2%
SC
748
Syon Capital
California
$266K -$34.4K -297 -11%
AIS
749
American Investment Services
Massachusetts
$265K – – –
APA
750
Astoria Portfolio Advisors
New York
$265K +$38.3K +330 +16%
28 29
30
31 32