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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
576
Douglass Winthrop Advisors
New York
$1M – – –
FFS
577
Founders Financial Securities
Maryland
$997K +$71K +414 +8%
SWM
578
Spire Wealth Management
Virginia
$994K -$39.1K -228 -4%
OFS
579
Orrstown Financial Services
Pennsylvania
$977K -$16.8K -98 -2%
RC
580
Roundview Capital
New Jersey
$974K -$15.8K -92 -2%
MHS
581
M Holdings Securities
Oregon
$972K +$912K +5,318 New
WBCM
582
Wilson & Boucher Capital Management
California
$949K -$77.1K -450 -8%
FMC
583
First Merchants Corp
Indiana
$935K -$945K -5,510 -52%
GIA
584
Guyasuta Investment Advisors
Pennsylvania
$934K – – –
HDIM
585
Hanson & Doremus Investment Management
Vermont
$923K – – –
IC
586
Intersect Capital
California
$920K +$134K +783 +18%
DT
587
Diversified Trust
Tennessee
$918K +$273K +1,591 +46%
IAMOG
588
Investors Asset Management of Georgia
Georgia
$916K – – –
LAIC
589
Lederer & Associates Investment Counsel
California
$905K -$25.7K -150 -3%
LPT
590
Legacy Private Trust
Wisconsin
$896K -$237K -1,385 -22%
JDR
591
Jay D. Rosenbaum
$896K +$34.3K +200 +4%
BIM
592
Bridges Investment Management
Nebraska
$895K – – –
EF
593
Empirical Finance
Pennsylvania
$886K +$85.4K +498 +11%
DMBA
594
Deseret Mutual Benefit Administrators
Utah
$885K -$352K -2,055 -30%
CG
595
Caprock Group
Idaho
$883K +$828K +4,830 New
DA
596
Duality Advisers
Florida
$882K +$827K +4,825 New
KWM
597
Kingsview Wealth Management
Oregon
$880K +$343K +2,000 +71%
MPPW
598
Mitchell & Pahl Private Wealth
Oklahoma
$878K -$12.9K -75 -2%
HTC
599
Haverford Trust Company
Pennsylvania
$877K – – –
DA
600
DCM Advisors
New York
$871K -$112K -653 -12%
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