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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1001
Smallwood Wealth Investment Management
New Jersey
$41.3K – – –
SAS
1002
Spurstone Advisory Services
Connecticut
$41.3K – – –
VWA
1003
Valued Wealth Advisors
Utah
$40.3K +$3.96K +30 +11%
RAM
1004
Reflection Asset Management
South Carolina
$37.8K +$36.2K +274 New
GKIM
1005
GW&K Investment Management
Massachusetts
$37K +$10.2K +77 +40%
CFFP
1006
Center for Financial Planning
Michigan
$36.7K – – –
NL
1007
Navalign LLC
California
$36.6K +$35K +265 New
SIS
1008
Sound Income Strategies
Florida
$36.2K +$11.5K +87 +45%
FMII
1009
Farmers & Merchants Investments Inc
Nebraska
$35.6K – – –
UFPG
1010
United Financial Planning Group
New York
$35.4K +$5.01K +38 +17%
BDPWM
1011
Barnes Dennig Private Wealth Management
Ohio
$35.4K +$20.1K +152 +145%
AAM
1012
Alphadyne Asset Management
New York
$35.3K +$33.8K +256 New
WFA
1013
West Financial Advisors
Iowa
$34K – – –
C
1014
Covestor
United Kingdom
$33K -$1.58K -12 -5%
VWWMG
1015
Vermillion & White Wealth Management Group
Pennsylvania
$32.4K – – –
SS
1016
SBI Securities
Japan
$31.7K +$9.37K +71 +45%
PWMG
1017
Private Wealth Management Group
New Jersey
$30.4K – – –
TCM
1018
Tradewinds Capital Management
Washington
$30.3K – – –
SS
1019
Sunbelt Securities
Texas
$30K – – –
WA
1020
Westfuller Advisors
New York
$29.8K +$4.49K +34 +19%
MEG
1021
Millstone Evans Group
Colorado
$29.8K +$6.07K +46 +27%
WG
1022
Wellington Group
Indiana
$28.5K +$27.3K +207 New
SN
1023
Sittner & Nelson
Oregon
$28.5K – – –
RMC
1024
Resources Management Corp
Connecticut
$28K – – –
FAMI
1025
Fideuram Asset Management (Ireland)
$27.8K +$34K +258 New
39 40
41
42 43