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Hartford Financial Services

Name Holding Trade Value Shares
Change
Change in
Stake
Chicago Partners Investment Group
801
Chicago Partners Investment Group
Illinois
$303K -$21.6K -164 -7%
WAG
802
Winthrop Advisory Group
Massachusetts
$301K +$396 +3 +0.1%
TFA
803
Transamerica Financial Advisors
Florida
$301K +$23.8K +180 +9%
PWPS
804
Pinnacle Wealth Planning Services
Ohio
$301K +$264 +2 +0.1%
Koshinski Asset Management
805
Koshinski Asset Management
Illinois
$299K -$23.9K -181 -8%
KFGK
806
Keystone Financial Group (Kentucky)
Kentucky
$299K – – –
AlTi Global
807
AlTi Global
New York
$296K +$283K +2,143 New
DE
808
Diversified Enterprises
Delaware
$296K +$66.6K +505 +31%
SFS
809
Strategic Financial Services
New York
$295K -$29.2K -221 -10%
Pzena Investment Management
810
Pzena Investment Management
New York
$293K +$51.7K +392 +23%
Evercore Wealth Management
811
Evercore Wealth Management
New York
$290K – – –
NSIM
812
North Star Investment Management
Illinois
$290K +$528 +4 +0.2%
Dynamic Advisor Solutions
813
Dynamic Advisor Solutions
Arizona
$290K -$28.1K -213 -9%
PWP
814
Principle Wealth Partners
Connecticut
$287K – – –
FCG
815
Fielder Capital Group
Tennessee
$287K -$12.5K -95 -4%
AlphaCore Capital
816
AlphaCore Capital
California
$286K +$273K +2,067 New
Douglas Lane & Associates
817
Douglas Lane & Associates
New York
$286K -$1.58K -12 -0.6%
LAM
818
Longboard Asset Management
Arizona
$286K – – –
WCM
819
WealthBridge Capital Management
Ohio
$285K +$14.5K +110 +6%
PCM
820
Polymer Capital Management
New York
$284K -$433K -3,281 -61%
Jump Financial
821
Jump Financial
Illinois
$283K -$1.36M -10,318 -83%
Mather Group
822
Mather Group
Illinois
$282K +$16K +121 +6%
FCP
823
Fidelis Capital Partners
Florida
$282K +$660 +5 +0.2%
SIC
824
Sterling Investment Counsel
New York
$281K +$339K +2,570 New
Howard Capital Management
825
Howard Capital Management
Georgia
$281K +$1.19K +9 +0.4%