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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
576
Karpas Strategies
Connecticut
$911K – – –
NIT
577
NumerixS Investment Technologies
British Columbia, Canada
$901K +$174K +1,277 +24%
ACM
578
Advisors Capital Management
New Jersey
$896K +$439K +3,224 +97%
CI
579
Cigna Investments
Connecticut
$892K -$132K -971 -13%
SC
580
Savant Capital
Illinois
$891K -$2.72K -20 -0.3%
BFA
581
Brendel Financial Advisors
New Hampshire
$881K – – –
GIA
582
Guyasuta Investment Advisors
Pennsylvania
$871K +$170K +1,250 +24%
PI
583
PFS Investments
Georgia
$869K +$863K +6,342 New
TW
584
Transform Wealth
Colorado
$864K +$397K +2,916 +86%
BG
585
Bahl & Gaynor
Ohio
$854K -$95.3K -700 -10%
DAS
586
Dynamic Advisor Solutions
Arizona
$853K +$3K +22 +0.4%
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$851K -$37K -272 -4%
JDR
588
Jay D. Rosenbaum
$845K -$6.81K -50 -0.8%
PSP
589
Principal Street Partners
Tennessee
$844K +$383K +2,812 +84%
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$837K -$3.95K -29 -0.5%
TW
591
TrinityPoint Wealth
Connecticut
$834K -$112K -824 -12%
IMRF
592
Illinois Municipal Retirement Fund
Illinois
$833K +$828K +6,085 New
SM
593
Sciencast Management
New Jersey
$832K +$825K +6,062 New
ECG
594
Edge Capital Group
Georgia
$826K +$157K +1,154 +24%
QT
595
Quantbot Technologies
New York
$823K -$722K -5,304 -47%
BIAS
596
Beacon Investment Advisory Services
New Jersey
$823K +$122K +898 +18%
MWM
597
Mission Wealth Management
California
$818K -$11.6K -85 -1%
RIM
598
Regent Investment Management
Kentucky
$817K – – –
PA
599
Parallel Advisors
California
$807K -$147K -1,080 -15%
SKK
600
Shepherd Kaplan Krochuk
Massachusetts
$802K – – –
22 23
24
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