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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
Montag & Associates
Georgia
$1.23M +$1.19M +8,248 New
FCM
527
Flinton Capital Management
Pennsylvania
$1.23M +$660K +4,576 +125%
BWP
528
BSW Wealth Partners
Colorado
$1.23M +$553K +3,836 +88%
GIP
529
Greatmark Investment Partners
Georgia
$1.22M – – –
BAM
530
Belpointe Asset Management
Nevada
$1.21M -$73.8K -512 -6%
MOS
531
MGO One Seven
Ohio
$1.2M -$129K -895 -10%
MMPW
532
Mitchell McLeod Pugh & Williams
Alabama
$1.2M -$44.7K -310 -4%
OFS
533
Orrstown Financial Services
Pennsylvania
$1.19M +$13.3K +92 +1%
FMBTD
534
First Midwest Bank Trust Division
Illinois
$1.17M -$41.7K -289 -4%
TRCT
535
Tower Research Capital (TRC)
New York
$1.16M +$149K +1,031 +15%
GT
536
Glenview Trust
Kentucky
$1.16M -$39.7K -275 -3%
GBBWRPM
537
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.15M -$101K -700 -8%
NHC
538
Nicholas Hoffman & Company
Georgia
$1.15M -$30.6K -212 -3%
BCM
539
Breiter Capital Management
Florida
$1.15M +$646K +4,477 +140%
TU
540
TDAM USA
Ontario, Canada
$1.14M +$73.5K +510 +7%
NA
541
NewEdge Advisors
Louisiana
$1.14M -$81.9K -568 -7%
FCBT
542
First Citizens Bank & Trust
North Carolina
$1.14M -$95.3K -661 -8%
ACM
543
Academy Capital Management
Texas
$1.1M – – –
CWM
544
Connecticut Wealth Management
Connecticut
$1.1M +$721K +5,002 +210%
B
545
Bailard
California
$1.09M -$14.4K -100 -1%
CI
546
Cigna Investments
Connecticut
$1.08M -$36.1K -250 -3%
PA
547
Parallel Advisors
California
$1.07M +$18.5K +128 +2%
BCM
548
Bayesian Capital Management
New York
$1.07M +$1.03M +7,174 New
BG
549
Bahl & Gaynor
Ohio
$1.07M -$102K -708 -9%
CTC
550
Central Trust Company
Missouri
$1.07M -$234K -1,624 -19%
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