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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Howard Capital Management
Georgia
$270K +$33.2K +259 +15%
EI
802
Ellevest Inc
New York
$270K +$30.3K +236 +13%
FFA
803
Founders Financial Alliance
North Carolina
$269K +$128 +1 +0%
TFA
804
Transamerica Financial Advisors
Florida
$267K +$73.2K +571 +40%
GCP
805
GSA Capital Partners
United Kingdom
$267K -$884K -6,892 -77%
PCA
806
Purkiss Capital Advisors
Connecticut
$267K – – –
SWM
807
Segment Wealth Management
Texas
$267K – – –
DWT
808
Dorsey & Whitney Trust
South Dakota
$266K -$112K -877 -31%
CBA
809
Coastal Bridge Advisors
Connecticut
$263K -$2.56K -20 -1%
SC
810
Steph & Co
Wisconsin
$262K – – –
WCM
811
WealthBridge Capital Management
Ohio
$261K +$251K +1,959 New
CAM
812
Cidel Asset Management
Ontario, Canada
$260K -$19.1K -149 -7%
MG
813
Mather Group
Illinois
$257K +$10.6K +83 +4%
VAG
814
VisionPoint Advisory Group
Texas
$254K +$9.36K +73 +4%
JSL
815
JT Stratford LLC
Georgia
$254K -$1.41K -11 -0.6%
NB
816
Northwest Bancshares
Pennsylvania
$254K – – –
MFG
817
MidWestOne Financial Group
Iowa
$253K – – –
PCA
818
Pallas Capital Advisors
Massachusetts
$251K -$23.9K -186 -9%
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$641 +5 +0.3%
KFP
820
KMG Fiduciary Partners
Ohio
$248K – – –
WDC
821
Woodward Diversified Capital
California
$247K -$19.8K -154 -8%
PFM
822
Patton Fund Management
Texas
$247K -$48.5K -378 -17%
SPA
823
Shore Point Advisors
New Jersey
$247K – – –
WWM
824
Western Wealth Management
Colorado
$246K – – –
LAM
825
L2 Asset Management
Massachusetts
$244K +$235K +1,830 New
31 32
33
34 35