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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
726
von Borstel & Associates
Oregon
$352K +$345K +2,693 New
VCA
727
Verdence Capital Advisors
Maryland
$350K +$103K +800 +40%
MC
728
McCarthy & Cox
Ohio
$347K – – –
LBC
729
Leigh Baldwin & Co
New York
$344K +$1.28K +10 +0.4%
BHBT
730
Burke & Herbert Bank & Trust
Virginia
$344K – – –
HAS
731
Horizon Advisory Services
New York
$343K -$5.13K -40 -2%
AIP
732
Ameritas Investment Partners
Nebraska
$342K -$15.3K -119 -4%
AWM
733
AE Wealth Management
Kansas
$342K +$6.93K +54 +2%
AWM
734
Avior Wealth Management
Nebraska
$339K +$1.15K +9 +0.4%
SWM
735
SeaCrest Wealth Management
New York
$339K -$104K -813 -24%
NL
736
NWAM LLC
Washington
$334K -$31.9K -249 -9%
PFS
737
Prospera Financial Services
Texas
$334K -$438K -3,416 -58%
WSFS
738
Wilmington Savings Fund Society
Delaware
$333K -$148K -1,154 -32%
VP
739
Verum Partners
North Carolina
$332K -$4.23K -33 -1%
PMSA
740
Patrick M. Sweeney & Associates
Illinois
$331K – – –
UAS
741
United Asset Strategies
New York
$330K – – –
YIA
742
YHB Investment Advisors
Connecticut
$330K – – –
COCM
743
Charter Oak Capital Management
New Hampshire
$327K +$3.21K +25 +1%
SRL
744
Scientech Research LLC
New Jersey
$327K +$314K +2,449 New
AIS
745
American Investment Services
Massachusetts
$323K – – –
MA
746
MONECO Advisors
Connecticut
$322K +$24K +187 +8%
HAG
747
HighPoint Advisor Group
Illinois
$322K -$4.75K -37 -2%
IFG
748
Independent Financial Group
California
$320K – – –
HCMG
749
Howard Capital Management Group
California
$314K +$1.92K +15 +0.6%
CIA
750
Capital Investment Advisors
Georgia
$314K +$53.2K +415 +21%
28 29
30
31 32