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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
926
LRI Investments
Florida
$37.1K – – –
SAS
927
Spurstone Advisory Services
Connecticut
$37.1K – – –
SWIM
928
Smallwood Wealth Investment Management
New Jersey
$37.1K +$34.4K +300 New
MAM
929
Meeder Asset Management
Ohio
$36K +$18.5K +161 +124%
IUHSA
930
Itau Unibanco Holding S.A.
Brazil
$36K -$3.55K -31 -10%
CYG
931
Clean Yield Group
Vermont
$34.5K – – –
CFFP
932
Center for Financial Planning
Michigan
$32.9K +$30.5K +266 New
PSFG
933
Park Square Financial Group
Georgia
$32.3K +$17.8K +155 +146%
RFG
934
REAP Financial Group
Texas
$32.1K +$4.13K +36 +16%
WFA
935
West Financial Advisors
Iowa
$30.6K – – –
VWA
936
Valued Wealth Advisors
Utah
$30.1K +$2.18K +19 +9%
TSMHT
937
Thurston Springer Miller Herd & Titak
Indiana
$29.8K – – –
OC
938
Oakworth Capital
Alabama
$29.7K – – –
OWP
939
ORG Wealth Partners
Texas
$28.7K -$47.1K -411 -64%
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$27.2K -$573 -5 -2%
TCM
941
Tradewinds Capital Management
Washington
$27.2K – – –
BC
942
Barrett & Company
Rhode Island
$27K -$8.6K -75 -26%
AWM
943
Avior Wealth Management
Nebraska
$25.4K -$268K -2,337 -92%
RTC
944
Riverview Trust Company
Washington
$25.2K -$1.38K -12 -6%
RMC
945
Resources Management Corp
Connecticut
$25K – – –
FCMT
946
Founders Capital Management (Texas)
Texas
$24.7K – – –
SN
947
Sittner & Nelson
Oregon
$24.7K – – –
SIS
948
Sound Income Strategies
Florida
$24.3K -$229 -2 -1%
NWM
949
Navigoe Wealth Management
California
$24K – – –
PMFA
950
Plante Moran Financial Advisors
Michigan
$23.3K – – –
36 37
38
39 40