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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
726
Ignite Planners
California
$301K +$30.3K +264 +12%
SMA
727
Sage Mountain Advisors
Georgia
$301K +$279K +2,430 New
UAS
728
United Asset Strategies
New York
$300K -$4.93K -43 -2%
COCM
729
Charter Oak Capital Management
New Hampshire
$300K -$459 -4 -0.2%
AIS
730
American Investment Services
Massachusetts
$300K – – –
SC
731
Steph & Co
Wisconsin
$299K -$18.8K -164 -6%
HAG
732
HighPoint Advisor Group
Illinois
$299K +$11K +96 +4%
AWM
733
AE Wealth Management
Kansas
$297K +$45.4K +396 +20%
MCM
734
MAI Capital Management
Ohio
$297K +$2.29K +20 +0.8%
AC
735
AXQ Capital
New Jersey
$296K +$274K +2,389 New
WC
736
Waterloo Capital
Texas
$295K +$274K +2,386 New
TPW
737
Transatlantique Private Wealth
New York
$293K -$120K -1,045 -31%
FCG
738
Fielder Capital Group
Tennessee
$290K -$573 -5 -0.2%
SWP
739
Stratos Wealth Partners
Ohio
$290K -$26.1K -228 -9%
PS
740
Principal Securities
Iowa
$289K – – –
HCMG
741
Howard Capital Management Group
California
$289K +$459 +4 +0.2%
CAM
742
Cidel Asset Management
Ontario, Canada
$289K -$21.4K -187 -7%
IFG
743
Independent Financial Group
California
$288K +$17K +148 +7%
CCM
744
Cloud Capital Management
Washington
$287K +$265K +2,314 New
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K +$265K +2,309 New
HFM
746
Hartford Financial Management
Connecticut
$285K – – –
DWM
747
Drive Wealth Management
Utah
$280K -$6.99K -61 -3%
RCM
748
RNC Capital Management
California
$279K – – –
TF
749
Trek Financial
Arizona
$279K -$48.8K -426 -16%
CGL
750
Clarius Group LLC
Washington
$278K -$3.55K -31 -1%
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