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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Segment Wealth Management
Texas
$275K -$41.1K -301 -13%
JLBC
827
J.L. Bainbridge & Co
Florida
$270K – – –
PCA
828
Purkiss Capital Advisors
Connecticut
$270K – – –
WDC
829
Woodward Diversified Capital
California
$268K -$4.23K -31 -2%
CAM
830
CenterStar Asset Management
Illinois
$268K +$270K +1,980 New
SIA
831
Soltis Investment Advisors
Utah
$267K +$54.3K +398 +25%
MG
832
Mather Group
Illinois
$265K -$12.6K -92 -4%
PTC
833
Private Trust Company
Ohio
$265K -$6.96K -51 -3%
SCA
834
Stonebridge Capital Advisors
Minnesota
$263K +$266K +1,946 New
CAG
835
Csenge Advisory Group
Florida
$262K +$136 +1 +0.1%
FFA
836
Founders Financial Alliance
North Carolina
$262K -$7.92K -58 -3%
PWP
837
Principle Wealth Partners
Connecticut
$262K -$20.5K -150 -7%
QC
838
Quent Capital
New York
$257K +$26.3K +193 +11%
SACTSONJ
839
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$255K +$258K +1,888 New
NB
840
Northwest Bancshares
Pennsylvania
$254K – – –
OQS
841
Occudo Quantitative Strategies
Florida
$254K +$253K +1,855 New
BTI
842
Blue Trust Inc
Georgia
$251K -$143K -1,045 -36%
SPA
843
Shore Point Advisors
New Jersey
$250K – – –
WWM
844
Western Wealth Management
Colorado
$250K – – –
PCA
845
Pallas Capital Advisors
Massachusetts
$250K -$409 -3 -0.2%
DWP
846
Daymark Wealth Partners
Ohio
$250K +$3.82K +28 +2%
LFA
847
Legacy Financial Advisors
Kentucky
$248K +$12K +88 +5%
PS
848
Planned Solutions
California
$247K – – –
VFP
849
Verus Financial Partners
Virginia
$246K +$955 +7 +0.4%
TWP
850
Triad Wealth Partners
Kansas
$246K +$248K +1,819 New
32 33
34
35 36