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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Aprio Wealth Management
Georgia
$245K +$23.7K +191 +11%
BFO
802
Boston Family Office
Massachusetts
$245K – – –
ARC
803
Advisor Resource Council
Texas
$245K -$1.97M -15,836 -89%
BJL
804
Brighton Jones LLC
Washington
$244K +$239K +1,927 New
JSL
805
JT Stratford LLC
Georgia
$243K +$238K +1,917 New
TFA
806
Trinity Financial Advisors
Ohio
$242K – – –
NB
807
Northwest Bancshares
Pennsylvania
$242K – – –
MFG
808
MidWestOne Financial Group
Iowa
$241K – – –
FSA
809
Fort Sheridan Advisors
Illinois
$240K +$11.9K +96 +5%
TSWM
810
Tyler-Stone Wealth Management
Ohio
$238K – – –
ATPW
811
Ashton Thomas Private Wealth
Arizona
$237K +$24.1K +194 +12%
BC
812
Bayforest Capital
United Kingdom
$237K -$151K -1,215 -39%
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$237K +$7.21K +58 +3%
BAM
814
Blueshift Asset Management
New Jersey
$236K +$232K +1,863 New
KFP
815
KMG Fiduciary Partners
Ohio
$236K +$231K +1,860 New
VFA
816
Valeo Financial Advisors
Indiana
$235K -$2.86K -23 -1%
SPA
817
Shore Point Advisors
New Jersey
$235K – – –
MM
818
MQS Management
New York
$234K -$28.7K -231 -11%
MG
819
Mather Group
Illinois
$234K -$124 -1 -0.1%
WWM
820
Western Wealth Management
Colorado
$234K – – –
VAG
821
VisionPoint Advisory Group
Texas
$233K +$228K +1,834 New
AWM
822
Angeles Wealth Management
California
$232K +$228K +1,831 New
PS
823
Planned Solutions
California
$232K – – –
FFP
824
FourThought Financial Partners
Florida
$232K +$227K +1,828 New
WA
825
Waverly Advisors
Alabama
$232K +$26K +209 +13%
31 32
33
34 35