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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HC
576
HNP Capital
New York
$537K – – –
ECG
577
Edge Capital Group
Georgia
$536K -$25.8K -225 -4%
Allstate Corporation
578
Allstate Corporation
Illinois
$534K -$191K -1,667 -25%
FA
579
FMA Advisory
Pennsylvania
$534K +$31K +270 +6%
OPCM
580
Osborne Partners Capital Management
California
$529K -$8.6K -75 -2%
MGO One Seven
581
MGO One Seven
Ohio
$528K -$126K -1,098 -18%
Dynamic Advisor Solutions
582
Dynamic Advisor Solutions
Arizona
$524K -$478K -4,167 -46%
SP
583
Symmetry Partners
Connecticut
$520K +$551K +4,808 New
NPP
584
New Potomac Partners
Maryland
$517K -$347K -3,030 -39%
Williams Jones Wealth Management
585
Williams Jones Wealth Management
New York
$514K -$344K -3,000 -39%
PT
586
Plimoth Trust
Massachusetts
$514K -$24.6K -215 -4%
MAP
587
Moody Aldrich Partners
Massachusetts
$509K – – –
NIM
588
NuWave Investment Management
New Jersey
$509K +$538K +4,695 +52,167%
BRWA
589
B. Riley Wealth Advisors
Florida
$504K -$177K -1,540 -25%
Caprock Group
590
Caprock Group
Idaho
$504K -$12.8K -112 -2%
Choate Investment Advisors
591
Choate Investment Advisors
Massachusetts
$503K -$40.7K -355 -7%
HighPoint Advisor Group
592
HighPoint Advisor Group
Illinois
$498K +$82.2K +717 +22%
EFS
593
Essex Financial Services
Connecticut
$497K +$24.5K +214 +5%
Glenview Trust
594
Glenview Trust
Kentucky
$491K – – –
Horizon Investments
595
Horizon Investments
North Carolina
$487K +$516K +4,498 New
BOS
596
Bank of Stockton
California
$484K -$25.8K -225 -5%
FineMark National Bank & Trust
597
FineMark National Bank & Trust
Florida
$483K +$14.6K +127 +3%
Merit Financial Group
598
Merit Financial Group
Georgia
$482K -$14.3K -125 -3%
AWM
599
Altium Wealth Management
New York
$481K -$5.85K -51 -1%
LOAMS
600
Lombard Odier Asset Management (Switzerland)
Switzerland
$479K +$508K +4,430 New