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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CLGM
401
Capitolis Liquid Global Markets
New York
$4.9M – – –
KIA
402
KCM Investment Advisors
California
$4.76M -$452K -1,543 -9%
FWP
403
FAS Wealth Partners
Kansas
$4.69M +$210K +718 +5%
NW
404
NewEdge Wealth
Pennsylvania
$4.66M -$541K -1,847 -10%
1832 Asset Management
405
1832 Asset Management
Ontario, Canada
$4.66M -$488K -1,665 -9%
BAAM
406
Baker Avenue Asset Management
California
$4.64M +$325K +1,110 +8%
PWP
407
Principle Wealth Partners
Connecticut
$4.63M -$18.7K -64 -0.4%
ASN
408
Advisory Services Network
Georgia
$4.61M +$339K +1,157 +8%
MAP
409
Moody Aldrich Partners
Massachusetts
$4.6M +$4.62M +15,761 New
UA
410
Unison Advisors
District of Columbia
$4.56M +$17.6K +60 +0.4%
LNWTC
411
Laird Norton Wetherby Trust Company
Washington
$4.55M -$109K -371 -2%
PFS
412
Prospera Financial Services
Texas
$4.51M -$35.4K -121 -0.8%
SC
413
Savant Capital
Illinois
$4.43M +$386K +1,318 +10%
VAS
414
Vestmark Advisory Solutions
Massachusetts
$4.43M -$284K -971 -6%
FI
415
FinArc Investments
Massachusetts
$4.42M +$4.44M +15,147 New
LDB
416
Lee, Danner & Bass
Tennessee
$4.4M -$205K -700 -4%
ACL
417
Applied Capital LLC
Florida
$4.39M -$305K -1,042 -6%
BSL
418
Blue Sparrow LLC
Delaware
$4.38M – – –
BF
419
BOK Financial
Oklahoma
$4.35M -$179K -611 -4%
SIA
420
SGL Investment Advisors
Montana
$4.31M -$1.49M -5,073 -26%
SFI
421
Siemens Fonds Invest
Germany
$4.28M +$268K +915 +7%
AI
422
Atria Investments
North Carolina
$4.26M -$1.36M -4,639 -24%
CL
423
Choreo LLC
Illinois
$4.24M +$171K +583 +4%
RBC
424
Romano Brothers & Co
Illinois
$4.24M -$9.67K -33 -0.2%
GI
425
GLOBALT Investments
Georgia
$4.2M -$225K -768 -5%