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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
776
Principle Wealth Partners
Connecticut
$268K +$262K +2,110 New
CAM
777
Cidel Asset Management
Ontario, Canada
$267K -$29.3K -236 -10%
NSIM
778
North Star Investment Management
Illinois
$266K – – –
DQRIM
779
Dale Q Rice Investment Management
Washington
$265K -$273K -2,200 -50%
DLA
780
Douglas Lane & Associates
New York
$263K – – –
LAM
781
Longboard Asset Management
Arizona
$263K – – –
PCA
782
Pallas Capital Advisors
Massachusetts
$262K +$25K +201 +11%
FCP
783
Fidelis Capital Partners
Florida
$262K +$10.7K +86 +4%
SCM
784
Stevens Capital Management
Pennsylvania
$262K +$50.5K +406 +25%
RA
785
Riversedge Advisors
Delaware
$261K +$47K +378 +23%
JLBC
786
J.L. Bainbridge & Co
Florida
$261K +$6.83K +55 +3%
IA
787
IFP Advisors
Florida
$258K -$31.3K -252 -15%
AG
788
AlTi Global
New York
$257K +$19.4K +156 +8%
FFA
789
Founders Financial Alliance
North Carolina
$256K -$9.2K -74 -4%
WDC
790
Woodward Diversified Capital
California
$255K +$250K +2,009 New
TF
791
Trek Financial
Arizona
$255K -$30.4K -245 -11%
VCA
792
Verdence Capital Advisors
Maryland
$254K -$427K -3,438 -63%
PCA
793
Purkiss Capital Advisors
Connecticut
$254K – – –
SWM
794
Segment Wealth Management
Texas
$254K – – –
CBA
795
Coastal Bridge Advisors
Connecticut
$252K +$12.6K +101 +5%
PW
796
PUREfi Wealth
Massachusetts
$250K +$245K +1,971 New
AG
797
AIA Group
Hong Kong
$250K -$58.8K -473 -19%
SC
798
Steph & Co
Wisconsin
$250K -$56K -451 -19%
DS
799
DRW Securities
Illinois
$249K +$244K +1,966 New
CIA
800
Capital Investment Advisors
Georgia
$246K +$241K +1,937 New
30 31
32
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