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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
551
Atlantic Union Bankshares
Virginia
$1.04M -$24.4K -150 -2%
AAMC
552
Asset Allocation & Management Company
Illinois
$1.04M – – –
LA
553
Lifeworks Advisors
Michigan
$1.03M -$81.5K -501 -8%
BL
554
Balentine LLC
Georgia
$1.03M -$1.22M -7,484 -53%
TA
555
Tectonic Advisors
Texas
$1.03M +$82.6K +508 +8%
RMC
556
Resources Management Corp
Connecticut
$1.02M – – –
MFS
557
Mirabella Financial Services
United Kingdom
$1.01M -$1.48M -9,074 -58%
BI
558
Ballast Inc
Kentucky
$1.01M +$9.27K +57 +0.9%
AWM
559
AE Wealth Management
Kansas
$1M +$100K +616 +10%
VI
560
Vestcor Inc
New Brunswick, Canada
$998K -$65.2K -401 -6%
HVM
561
Harvest Volatility Management
Connecticut
$998K +$8.29K +51 +0.8%
CCP
562
Corient Capital Partners
California
$988K +$103K +635 +12%
CAM
563
Cubic Asset Management
Massachusetts
$980K -$32.5K -200 -3%
CC
564
Corsicana & Co
Texas
$954K – – –
BFS
565
Bard Financial Services
Connecticut
$948K – – –
IFWM
566
Institute for Wealth Management
Colorado
$944K -$67K -412 -6%
EWM
567
Elmwood Wealth Management
California
$940K +$17.1K +105 +2%
PTC
568
Private Trust Company
Ohio
$934K -$3.74K -23 -0.4%
EF
569
Empirical Finance
Pennsylvania
$929K +$156K +959 +19%
TAM
570
Tocqueville Asset Management
New York
$927K -$32.5K -200 -3%
SIM
571
Studio Investment Management
Illinois
$914K – – –
DAS
572
Dynamic Advisor Solutions
Arizona
$909K -$567K -3,489 -37%
AAM
573
Aureus Asset Management
Massachusetts
$908K – – –
AO
574
Advisor OS
Illinois
$898K -$164K -1,010 -15%
S
575
SignatureFD
Georgia
$894K -$47.3K -291 -5%
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