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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
576
BRR OpCo
Ohio
$834K +$778K +6,079 New
VC
577
Voit & Company
Wisconsin
$832K -$65.9K -515 -8%
IFWM
578
Institute for Wealth Management
Colorado
$828K -$44.5K -348 -5%
JDR
579
Jay D. Rosenbaum
$823K +$2.56K +20 +0.3%
RIM
580
Regent Investment Management
Kentucky
$821K -$2.05K -16 -0.3%
SW
581
SVB Wealth
Massachusetts
$816K +$12K +94 +2%
CFGS
582
Concourse Financial Group Securities
Alabama
$811K -$512 -4 -0.1%
MWM
583
Mission Wealth Management
California
$807K +$94.7K +740 +14%
SKK
584
Shepherd Kaplan Krochuk
Massachusetts
$803K – – –
SAM
585
SignalPoint Asset Management
Missouri
$801K -$22.4K -175 -3%
WJA
586
Williams Jones & Associates
New York
$801K – – –
EWM
587
Evermay Wealth Management
Virginia
$800K – – –
DAS
588
Dynamic Advisor Solutions
Arizona
$794K -$13.1K -102 -2%
PG
589
Pendal Group
Australia
$791K – – –
RCM
590
Riverhead Capital Management
Delaware
$782K -$1.58M -12,350 -68%
CIA
591
Choate Investment Advisors
Massachusetts
$754K -$32K -250 -4%
SC
592
SRB Corp
Massachusetts
$754K +$143K +1,115 +25%
DWA
593
Douglass Winthrop Advisors
New York
$751K – – –
AWM
594
Altium Wealth Management
New York
$749K -$1.02K -8 -0.1%
PT
595
Plimoth Trust
Massachusetts
$746K +$1.15K +9 +0.2%
1NWS
596
1 North Wealth Services
Maryland
$744K -$3.97K -31 -0.6%
GIP
597
Granite Investment Partners
California
$743K +$693K +5,415 New
ACP
598
Aviance Capital Partners
Florida
$733K -$5.76K -45 -0.8%
MRCM
599
M&R Capital Management
New Jersey
$731K – – –
LP
600
LMR Partners
United Kingdom
$727K +$678K +5,297 New
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