We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
551
Asset Allocation & Management Company
Illinois
$1.04M – – –
LA
552
Lifeworks Advisors
Michigan
$1.03M -$81.5K -501 -8%
BL
553
Balentine LLC
Georgia
$1.03M -$1.22M -7,484 -53%
TA
554
Tectonic Advisors
Texas
$1.03M +$82.6K +508 +8%
RMC
555
Resources Management Corp
Connecticut
$1.02M – – –
MFS
556
Mirabella Financial Services
United Kingdom
$1.01M -$1.48M -9,074 -58%
BI
557
Ballast Inc
Kentucky
$1.01M +$9.27K +57 +0.9%
AWM
558
AE Wealth Management
Kansas
$1M +$100K +616 +10%
VI
559
Vestcor Inc
New Brunswick, Canada
$998K -$65.2K -401 -6%
HVM
560
Harvest Volatility Management
Connecticut
$998K +$8.29K +51 +0.8%
CCP
561
Corient Capital Partners
California
$988K +$103K +635 +12%
CAM
562
Cubic Asset Management
Massachusetts
$980K -$32.5K -200 -3%
CC
563
Corsicana & Co
Texas
$954K – – –
BFS
564
Bard Financial Services
Connecticut
$948K – – –
IFWM
565
Institute for Wealth Management
Colorado
$944K -$67K -412 -6%
EWM
566
Elmwood Wealth Management
California
$940K +$17.1K +105 +2%
PTC
567
Private Trust Company
Ohio
$934K -$3.74K -23 -0.4%
EF
568
Empirical Finance
Pennsylvania
$929K +$156K +959 +19%
TAM
569
Tocqueville Asset Management
New York
$927K -$32.5K -200 -3%
SIM
570
Studio Investment Management
Illinois
$914K – – –
DAS
571
Dynamic Advisor Solutions
Arizona
$909K -$567K -3,489 -37%
AAM
572
Aureus Asset Management
Massachusetts
$908K – – –
AO
573
Advisor OS
Illinois
$898K -$164K -1,010 -15%
S
574
SignatureFD
Georgia
$894K -$47.3K -291 -5%
RC
575
Roundview Capital
New Jersey
$888K +$51K +314 +6%
21 22
23
24 25