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Hartford Financial Services
HIG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
MV Capital Management
Maryland
$20.7K +$682 +5 +3%
FDCP
1052
Foster Dykema Cabot & Partners
Massachusetts
$20.4K – – –
CPG
1053
Cornerstone Planning Group
New Jersey
$19.7K +$3.96K +29 +25%
HIA
1054
Harbor Investment Advisory
Maryland
$19.6K -$1.91K -14 -9%
MO
1055
McMillan Office
Michigan
$19.5K – – –
CFD
1056
Creative Financial Designs
Indiana
$19.5K +$4.5K +33 +30%
S
1057
Sachetta
Massachusetts
$19.4K – – –
BDPWM
1058
Barnes Dennig Private Wealth Management
Ohio
$18.7K -$16.2K -119 -46%
VNA
1059
Valley National Advisers
Pennsylvania
$17K +$3.28K +24 +24%
JWM
1060
JPL Wealth Management
Colorado
$16.9K +$17.1K +125 New
PWA
1061
Physician Wealth Advisors
Utah
$16.5K +$13.9K +102 +510%
PWA
1062
Provenance Wealth Advisors
Florida
$16.5K – – –
MWC
1063
MBM Wealth Consultants
Missouri
$16.4K +$16.5K +121 New
GSWM
1064
Golden State Wealth Management
California
$16K – – –
OAJ
1065
Ogorek Anthony Joseph
New York
$16K – – –
GWS
1066
Greykasell Wealth Strategies
California
$15.8K +$16K +117 New
AEPWM
1067
Atlantic Edge Private Wealth Management
Florida
$15K – – –
KAS
1068
Kemnay Advisory Services
New York
$15K +$682 +5 +5%
PWAM
1069
Private Wealth Asset Management
Iowa
$14.5K – – –
RG
1070
RHL Group
Michigan
$13.7K +$13.8K +101 New
TGY2IT
1071
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$13.3K +$13.4K +98 New
W
1072
WealthCollab
Washington
$12.8K – – –
WA
1073
Whipplewood Advisors
Colorado
$12.7K +$12.8K +94 New
GSEP
1074
Golden State Equity Partners
California
$12.7K +$12.8K +94 New
CCC
1075
Chelsea Counsel Company
California
$12.2K -$3.41K -25 -22%
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