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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
851
West Paces Advisors
Georgia
$15K – – –
CWC
852
Carolinas Wealth Consulting
North Carolina
$14.5K +$100 +1 +0.7%
GKIM
853
GW&K Investment Management
Massachusetts
$14K +$1.41K +14 +11%
MAM
854
Meeder Asset Management
Ohio
$14K +$14K +139 New
VCM
855
Versant Capital Management
Arizona
$13.8K +$8.33K +83 +154%
CIA
856
Cape Investment Advisory
Georgia
$13.1K – – –
PCWA
857
Pacific Capital Wealth Advisors
California
$12.4K +$12.3K +123 New
CCC
858
Chelsea Counsel Company
California
$11.6K – – –
FWA
859
FSC Wealth Advisors
New York
$11.4K – – –
FW
860
Fairway Wealth
Ohio
$11.4K +$11.3K +113 New
AEPWM
861
Atlantic Edge Private Wealth Management
Florida
$11.2K – – –
GI
862
Gradient Investments
Minnesota
$11K +$10.9K +109 New
CHA
863
Carmichael Hill & Associates
Maryland
$10.8K – – –
HEIP
864
Hudson Edge Investment Partners
New Jersey
$10.1K +$10K +100 New
ZRP
865
Zynergy Retirement Planning
New Jersey
$10.1K +$10K +100 New
W
866
WealthCollab
Washington
$9.55K – – –
RFG
867
RFP Financial Group
Georgia
$9.25K -$502 -5 -5%
PWMG
868
Private Wealth Management Group
New Jersey
$8.75K – – –
GA
869
GoalVest Advisory
New York
$8.55K -$15.1K -150 -64%
ANBT
870
American National Bank & Trust
Texas
$8.55K – – –
AA
871
Addison Advisors
Vermont
$8.04K +$8.03K +80 New
CMP
872
Coston McIsaac & Partners
Maine
$8K – – –
AP
873
Aspect Partners
Virginia
$7.84K – – –
RWM
874
Raffa Wealth Management
District of Columbia
$7.74K – – –
GEA
875
Glen Eagle Advisors
New Jersey
$7.44K – – –
33 34
35
36 37