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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
501
Oliver Luxxe Assets
New Jersey
$1.33M +$1.38M +12,428 New
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
$1.33M -$19.4K -175 -1%
IAS
503
IMA Advisory Services
Colorado
$1.32M +$22.2K +200 +2%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$1.3M -$27.6K -248 -2%
VWM
505
Valley Wealth Managers
New Jersey
$1.3M -$78.1K -703 -6%
WFG
506
Wills Financial Group
Virginia
$1.3M -$56.5K -509 -4%
CBN
507
Cadence Bank NA
Texas
$1.3M -$53.9K -485 -4%
AMI
508
Amica Mutual Insurance
Rhode Island
$1.29M – – –
KRSITF
509
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.29M +$111K +997 +10%
SCM
510
Shelton Capital Management
Colorado
$1.25M +$669K +6,018 +118%
OMCS
511
Old Mutual Customised Solutions
South Africa
$1.25M +$55.5K +500 +5%
AI
512
Atria Investments
North Carolina
$1.25M +$178K +1,606 +16%
AHB
513
Abner Herrman & Brock
New Jersey
$1.24M – – –
LWM
514
LBA Wealth Management
Florida
$1.23M -$58.3K -525 -5%
CHAM
515
Clear Harbor Asset Management
Connecticut
$1.23M -$455K -4,095 -27%
FMT
516
First Mercantile Trust
Tennessee
$1.23M -$200K -1,800 -14%
SLF
517
Sun Life Financial
Ontario, Canada
$1.23M -$392K -3,529 -24%
FFWA
518
FRG Family Wealth Advisors
Washington
$1.22M +$1.2M +10,802 New
KFA
519
Kays Financial Advisory
Georgia
$1.2M +$120K +1,078 +11%
AP
520
Advisor Partners
California
$1.16M +$195K +1,752 +21%
EWM
521
Elite Wealth Management
Washington
$1.16M +$164K +1,477 +17%
HC
522
HHG & Company
Connecticut
$1.14M +$9.11K +82 +0.8%
WIC
523
Woodmont Investment Counsel
Tennessee
$1.14M -$8.33K -75 -0.7%
MCM
524
MAI Capital Management
Ohio
$1.14M – – –
BT
525
Beacon Trust
New Jersey
$1.14M -$95.9K -863 -8%
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