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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
776
Mesirow Financial Investment Management
Illinois
$326K -$276K -2,095 -47%
MA
777
MONECO Advisors
Connecticut
$325K -$7.52K -57 -2%
HCMG
778
Howard Capital Management Group
California
$324K -$396 -3 -0.1%
SWM
779
Segment Wealth Management
Texas
$322K +$44.5K +337 +17%
HFM
780
Harvest Fund Management
China
$321K – – –
AWM
781
Angeles Wealth Management
California
$320K +$37.5K +284 +14%
CCM
782
Cloud Capital Management
Washington
$319K +$2.51K +19 +0.8%
RWM
783
Riverbend Wealth Management
South Carolina
$317K +$17.3K +131 +6%
SMA
784
Sage Mountain Advisors
Georgia
$315K +$302K +2,288 New
TFA
785
Trinity Financial Advisors
Ohio
$314K – – –
VFA
786
Valeo Financial Advisors
Indiana
$313K +$64.8K +491 +28%
RCM
787
RNC Capital Management
California
$311K – – –
SAI
788
Savvy Advisors Inc
New York
$311K +$22.7K +172 +8%
CCA
789
Checchi Capital Advisers
California
$310K +$4.35K +33 +1%
EH
790
Equitable Holdings
New York
$310K -$11.6K -88 -4%
SM
791
Salzhauer Michael
$309K – – –
WAP
792
Wealthcare Advisory Partners
Pennsylvania
$309K +$66.8K +506 +29%
ADL
793
Asset Dedication LLC
California
$309K – – –
AO
794
Advisor OS
Illinois
$307K +$12K +91 +4%
MA
795
MJP Associates
Connecticut
$307K +$12K +91 +4%
SFO
796
Stokes Family Office
Louisiana
$306K +$293K +2,220 New
E
797
Evansbrook
Illinois
$305K +$292K +2,210 New
FRA
798
Frank Rimerman Advisors
California
$304K +$1.85K +14 +0.6%
DWT
799
Dorsey & Whitney Trust
South Dakota
$304K +$27.6K +209 +10%
DQRIM
800
Dale Q Rice Investment Management
Washington
$303K – – –
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