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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
551
Private Trust Company
Ohio
$1.03M +$471K +2,710 +79%
LA
552
Lifeworks Advisors
Michigan
$1.03M +$39.5K +227 +4%
EWM
553
Elmwood Wealth Management
California
$1.02M -$19.1K -110 -2%
SIM
554
Studio Investment Management
Illinois
$1.01M – – –
ATPW
555
Ashton Thomas Private Wealth
Arizona
$1.01M +$47.8K +275 +5%
AAM
556
Aureus Asset Management
Massachusetts
$1M -$86.9K -500 -8%
AWM
557
AE Wealth Management
Kansas
$1M -$35.1K -202 -3%
RIM
558
Redpoint Investment Management
Australia
$988K – – –
BPM
559
Bowling Portfolio Management
Ohio
$988K +$1.01M +5,839 New
AIA
560
Alera Investment Advisors
Illinois
$985K -$180K -1,034 -15%
FFN
561
Focus Financial Network
Minnesota
$975K +$3.3K +19 +0.3%
TCM
562
Teza Capital Management
Illinois
$968K -$112K -645 -10%
WCM
563
Weik Capital Management
Pennsylvania
$968K – – –
PG
564
Pendal Group
Australia
$960K -$1.81M -10,441 -65%
MHS
565
M Holdings Securities
Oregon
$938K +$40K +230 +4%
FWP
566
FAS Wealth Partners
Kansas
$931K -$47.3K -272 -5%
DWA
567
Douglass Winthrop Advisors
New York
$927K – – –
RC
568
Roundview Capital
New Jersey
$927K +$26.8K +154 +3%
AIL
569
AGF Investments LLC
Ontario, Canada
$922K +$127K +728 +15%
BA
570
Bellwether Advisors
Nebraska
$916K +$941K +5,416 New
MA
571
MUFG Americas
New York
$911K -$291K -1,673 -24%
SSG
572
Summit Securities Group
New York
$911K +$884K +5,085 +1,695%
DA
573
DCM Advisors
New York
$906K +$102K +589 +12%
CA
574
Cetera Advisors
Colorado
$888K +$87.4K +503 +11%
FT
575
Fiduciary Trust
Massachusetts
$881K -$212K -1,220 -19%
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