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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
551
Founders Financial Securities
Maryland
$1.19M +$70.4K +399 +6%
VIM
552
Vinva Investment Management
Australia
$1.19M -$69.3K -393 -5%
AI
553
AXS Investments
New York
$1.19M +$126K +714 +12%
AUB
554
Atlantic Union Bankshares
Virginia
$1.19M -$19.9K -113 -2%
VDI
555
Vaughan David Investments
Illinois
$1.18M -$17.6K -100 -1%
CA
556
Cetera Advisors
Colorado
$1.18M +$150K +851 +14%
BCI
557
Brinker Capital Investments
Pennsylvania
$1.17M -$640K -3,628 -35%
OPS
558
Orion Portfolio Solutions
Nebraska
$1.17M -$640K -3,628 -35%
GCAC
559
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.17M -$26.5K -150 -2%
PMG
560
ProVise Management Group
Florida
$1.16M +$569K +3,228 +93%
FTDI
561
First Trust Direct Indexing
Massachusetts
$1.16M +$32.3K +183 +3%
CC
562
Courier Capital
New York
$1.16M +$698K +3,955 +146%
BI
563
Ballast Inc
Kentucky
$1.16M +$37.6K +213 +3%
RMC
564
Resources Management Corp
Connecticut
$1.15M +$1.16M +6,592 New
CG
565
Colony Group
Massachusetts
$1.13M -$265K -1,503 -19%
SAM
566
Silvercrest Asset Management
New York
$1.13M +$16.9K +96 +1%
BIAS
567
Beacon Investment Advisory Services
New Jersey
$1.1M +$1.12M +6,347 New
CAM
568
Cubic Asset Management
Massachusetts
$1.1M -$15K -85 -1%
SCA
569
Snowden Capital Advisors
New York
$1.09M +$274K +1,554 +33%
NFA
570
Northern Financial Advisors
Michigan
$1.08M +$40K +227 +4%
BFS
571
Bard Financial Services
Connecticut
$1.07M – – –
IWC
572
Integrated Wealth Concepts
Massachusetts
$1.07M +$39.5K +224 +4%
IFWM
573
Institute for Wealth Management
Colorado
$1.07M – – –
S
574
SignatureFD
Georgia
$1.07M -$74.1K -420 -6%
MC
575
Moors & Cabot
Massachusetts
$1.06M +$65.4K +371 +6%
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