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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Prospera Financial Services
Texas
$264K -$30K -259 -10%
CWM
752
Congress Wealth Management
Massachusetts
$263K +$279K +2,408 New
HAG
753
HighPoint Advisor Group
Illinois
$262K -$29K -250 -10%
MCM
754
MAI Capital Management
Ohio
$260K -$20.9K -180 -7%
SIC
755
Sterling Investment Counsel
New York
$258K – – –
FCG
756
Fielder Capital Group
Tennessee
$257K +$3.94K +34 +1%
SAM
757
Smartleaf Asset Management
Massachusetts
$256K -$39.4K -340 -13%
HCMG
758
Howard Capital Management Group
California
$255K +$348 +3 +0.1%
CFG
759
Cooper Financial Group
California
$255K +$30.8K +266 +13%
DWM
760
Drive Wealth Management
Utah
$255K +$116 +1 +0%
WPW
761
Waldron Private Wealth
Pennsylvania
$253K – – –
OC
762
Oppenheimer & Co
New York
$252K – – –
HFM
763
Hartford Financial Management
Connecticut
$252K – – –
SGI
764
Summit Global Investments
Utah
$250K -$2.32K -20 -0.9%
CGL
765
Clarius Group LLC
Washington
$249K +$812 +7 +0.3%
RCM
766
RNC Capital Management
California
$247K – – –
GVAG
767
Great Valley Advisor Group
Delaware
$246K -$35.9K -310 -12%
SM
768
Salzhauer Michael
$246K – – –
ADL
769
Asset Dedication LLC
California
$245K +$348 +3 +0.1%
AG
770
AlTi Global
New York
$245K +$259K +2,230 New
EWM
771
Evercore Wealth Management
New York
$242K – – –
CPIG
772
Chicago Partners Investment Group
Illinois
$242K +$1.04K +9 +0.4%
IP
773
Ignite Planners
California
$242K +$5.8K +50 +2%
DLA
774
Douglas Lane & Associates
New York
$241K – – –
GI
775
GAMCO Investors
Connecticut
$241K -$174K -1,500 -41%
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