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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
IP
751
Ignite Planners
California
$254K +$2.85K +26 +1%
DIM
752
DLK Investment Management
California
$253K +$236K +2,155 New
CIA
753
Concurrent Investment Advisors
Florida
$253K +$3.51K +32 +2%
LFA
754
Legacy Financial Advisors
Kentucky
$251K +$234K +2,130 New
NSIM
755
North Star Investment Management
Illinois
$249K – – –
FCP
756
Fidelis Capital Partners
Florida
$246K +$8.11K +74 +4%
APA
757
Astoria Portfolio Advisors
New York
$245K +$229K +2,089 New
CFG
758
Cooper Financial Group
California
$243K -$26K -237 -10%
HCM
759
Howard Capital Management
Georgia
$242K +$225K +2,056 New
CA
760
Clearstead Advisors
Ohio
$239K +$35.1K +320 +19%
EI
761
Ellevest Inc
New York
$238K +$222K +2,022 New
AWM
762
AE Wealth Management
Kansas
$238K +$222K +2,022 New
OCM
763
One Capital Management
California
$237K -$439 -4 -0.2%
MFG
764
Merit Financial Group
Georgia
$237K -$219K -2,000 -50%
JLBC
765
J.L. Bainbridge & Co
Florida
$235K – – –
PAM
766
Paradigm Asset Management
New York
$235K – – –
SWM
767
Segment Wealth Management
Texas
$235K – – –
PCA
768
Pallas Capital Advisors
Massachusetts
$234K -$133K -1,211 -38%
William Blair Investment Management
769
William Blair Investment Management
Illinois
$234K -$13.3K -121 -6%
APP
770
Avantax Planning Partners
Iowa
$229K -$78.2K -713 -27%
PPWP
771
Premier Path Wealth Partners
New Jersey
$227K +$212K +1,934 New
BFO
772
Boston Family Office
Massachusetts
$227K +$212K +1,933 New
RCM
773
RNC Capital Management
California
$227K – – –
TFA
774
Trinity Financial Advisors
Ohio
$225K +$208K +1,900 New
NB
775
Northwest Bancshares
Pennsylvania
$224K +$209K +1,905 New