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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
851
Wealthspire Advisors (New York)
New York
$243K +$16.3K +122 +7%
WCCM
852
Willow Creek Capital Management
Montana
$243K +$245K +1,832 New
PS
853
Planned Solutions
California
$243K – – –
SA
854
Strategic Advisors
New York
$241K +$669 +5 +0.3%
PCA
855
Pallas Capital Advisors
Massachusetts
$239K -$5.88K -44 -2%
AFCM
856
Applied Finance Capital Management
Puerto Rico
$237K -$96K -718 -29%
LFA
857
Legacy Financial Advisors
Kentucky
$237K -$6.55K -49 -3%
SW
858
SkyOak Wealth
Michigan
$236K +$2.27K +17 +1%
NG
859
Norden Group
Utah
$236K +$238K +1,782 New
VFP
860
Verus Financial Partners
Virginia
$236K – – –
CPA
861
Cathy Pareto & Associates
Florida
$236K +$1.07K +8 +0.5%
PWP
862
Principle Wealth Partners
Connecticut
$235K -$21.4K -160 -8%
FWA
863
FSM Wealth Advisors
Ohio
$235K +$1.47K +11 +0.6%
EF
864
Entrust Financial
Pennsylvania
$235K – – –
RFP
865
Root Financial Partners
California
$235K +$22.1K +165 +10%
LMFP
866
Larry Mathis Financial Planning
Arizona
$234K +$11.6K +87 +5%
SCM
867
Stevens Capital Management
Pennsylvania
$234K -$63.8K -477 -21%
PDL
868
Portfolio Design Labs
California
$234K +$802 +6 +0.3%
SACTSONJ
869
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$233K -$17.4K -130 -7%
IAS
870
Investment Advisory Services
Texas
$233K -$2.14K -16 -0.9%
GWANC
871
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K +$2.54K +19 +1%
GHA
872
GW Henssler & Associates
Georgia
$232K +$267 +2 +0.1%
CIC
873
Chilton Investment Company
Connecticut
$230K – – –
WDC
874
Woodward Diversified Capital
California
$230K -$24.6K -184 -10%
7WCP
875
71 West Capital Partners
Massachusetts
$230K +$12.2K +91 +6%
33 34
35
36 37