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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1001
Ogorek Anthony Joseph
New York
$17K – – –
RA
1002
Rise Advisors
New York
$16.7K – – –
PWA
1003
Provenance Wealth Advisors
Florida
$15.5K – – –
GSWM
1004
Golden State Wealth Management
California
$15K – – –
CCC
1005
Chelsea Counsel Company
California
$14.7K – – –
FFO
1006
Fortitude Family Office
Arizona
$14.2K +$6.21K +50 +81%
AEPWM
1007
Atlantic Edge Private Wealth Management
Florida
$14.1K – – –
ITFISA
1008
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14K -$9.32K -75 -41%
BWL
1009
Bogart Wealth LLC
Virginia
$13.8K +$10.1K +81 +289%
PWAM
1010
Private Wealth Asset Management
Iowa
$13.6K -$1.24K -10 -9%
AG
1011
AmeriFlex Group
Nevada
$12.8K +$12.8K +103 New
CBT
1012
CoreFirst Bank & Trust
Kansas
$12.7K +$12.4K +100 New
W
1013
WealthCollab
Washington
$12.1K – – –
VNA
1014
Valley National Advisers
Pennsylvania
$12K – – –
AWM
1015
Activest Wealth Management
Florida
$11.8K +$2.36K +19 +26%
RF
1016
Rossby Financial
Florida
$11.5K -$111K -894 -91%
BDPWM
1017
Barnes Dennig Private Wealth Management
Ohio
$11K +$10.8K +87 New
GA
1018
GoalVest Advisory
New York
$10.8K -$373 -3 -3%
MSWA
1019
Marshall & Sterling Wealth Advisors
New York
$10.5K – – –
SC
1020
SouthState Corp
Florida
$10.2K – – –
CMP
1021
Coston McIsaac & Partners
Maine
$10K – – –
GEA
1022
Glen Eagle Advisors
New Jersey
$9.39K – – –
AW
1023
Avion Wealth
Texas
$9K +$4.97K +40 +111%
HWA
1024
HHM Wealth Advisors
Tennessee
$8.88K -$746 -6 -8%
BT
1025
Banque Transatlantique
France
$8.67K – – –
39 40
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42 43