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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
551
Institute for Wealth Management
Colorado
$881K +$24.7K +159 +3%
JDR
552
Jay D. Rosenbaum
$875K -$8.53K -55 -0.9%
BCV
553
Banque Cantonale Vaudoise
Switzerland
$874K -$106K -686 -11%
BB
554
Busey Bank
Illinois
$865K -$56.2K -362 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
555
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$853K +$884K +5,700 New
FTDI
556
First Trust Direct Indexing
Massachusetts
$848K +$603K +3,889 +219%
TCM
557
Teza Capital Management
Illinois
$832K +$245K +1,582 +40%
OA
558
Oak Associates
Ohio
$830K -$56.2K -362 -6%
IC
559
IEQ Capital
California
$827K +$148K +953 +21%
DWA
560
Douglass Winthrop Advisors
New York
$820K -$62.1K -400 -7%
RC
561
Roundview Capital
New Jersey
$820K -$28.7K -185 -3%
AC
562
Allstate Corporation
Illinois
$811K -$91.5K -590 -10%
ANTB
563
AMG National Trust Bank
Colorado
$809K – – –
AF
564
Arrow Financial
New York
$805K +$52.4K +338 +7%
IAMOG
565
Investors Asset Management of Georgia
Georgia
$795K – – –
CAM
566
Cresset Asset Management
Illinois
$788K +$817K +5,265 New
TCMP
567
Thrive Capital Management (Pennsylvania)
Pennsylvania
$787K +$302K +1,948 +59%
WorldQuant Millennium Advisors
568
WorldQuant Millennium Advisors
New York
$779K – – –
WB
569
WesBanco Bank
West Virginia
$777K – – –
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$777K +$161K +1,035 +25%
DCM
571
Dupont Capital Management
Delaware
$769K +$20.5K +132 +3%
GIA
572
Guyasuta Investment Advisors
Pennsylvania
$765K -$4.34K -28 -0.5%
FA
573
FMA Advisory
Pennsylvania
$757K +$23.6K +152 +3%
MPPW
574
Mitchell & Pahl Private Wealth
Oklahoma
$739K -$3.72K -24 -0.5%
Cetera Investment Advisers
575
Cetera Investment Advisers
Illinois
$736K -$9.62K -62 -1%