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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
576
McKinley Carter Wealth Services
West Virginia
$937K -$27.4K -223 -3%
ACM
577
Academy Capital Management
Texas
$935K
JIC
578
Johnson Investment Counsel
Ohio
$930K +$55.9K +454 +7%
Verition Fund Management
579
Verition Fund Management
Connecticut
$922K +$35.8K +291 +4%
ASN
580
Advisory Services Network
Georgia
$916K +$46K +374 +5%
CCMG
581
Clark Capital Management Group
Pennsylvania
$906K +$13.9K +113 +2%
SPC
582
Sigma Planning Corp
Michigan
$904K -$12.1K -98 -1%
CAM
583
Cubic Asset Management
Massachusetts
$903K
RWA
584
Ropes Wealth Advisors
Massachusetts
$900K
IFWM
585
Institute for Wealth Management
Colorado
$893K +$865K +7,028 New
BWP
586
BSW Wealth Partners
Colorado
$887K +$18.2K +148 +2%
CA
587
Cornerstone Advisors
North Carolina
$886K
GCA
588
Gideon Capital Advisors
New York
$882K +$259K +2,108 +43%
Eagle Capital Management (New York)
589
Eagle Capital Management (New York)
New York
$873K
SKK
590
Shepherd Kaplan Krochuk
Massachusetts
$867K
CC
591
ClearArc Capital
Ohio
$867K +$985 +8 +0.1%
BMO
592
Beck Mack & Oliver
New York
$860K
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$860K +$35.8K +291 +4%
GAMC
594
Garner Asset Management Corp
Texas
$858K +$834K +6,777 New
SEC
595
Seven Eight Capital
New York
$855K +$832K +6,758 New
KS
596
Karpas Strategies
Connecticut
$841K
CIA
597
Choate Investment Advisors
Massachusetts
$834K +$34.5K +280 +4%
LDB
598
Lee, Danner & Bass
Tennessee
$832K +$2.95K +24 +0.4%
HTC
599
Haverford Trust Company
Pennsylvania
$830K -$28.9K -235 -3%
IAS
600
IMA Advisory Services
Colorado
$829K -$110K -896 -12%