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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
576
Focus Financial Network
Minnesota
$1M +$66K +395 +7%
DAS
577
Dynamic Advisor Solutions
Arizona
$1M +$62K +371 +6%
LBC
578
Lowe Brockenbrough & Co
Virginia
$995K -$340K -2,037 -25%
IFWM
579
Institute for Wealth Management
Colorado
$993K -$11.7K -70 -1%
WBC
580
Westpac Banking Corp
Australia
$992K -$1.86M -11,158 -65%
TAM
581
Tocqueville Asset Management
New York
$978K -$10K -60 -1%
BWP
582
BSW Wealth Partners
Colorado
$974K +$4.51K +27 +0.5%
EWM
583
Elmwood Wealth Management
California
$973K +$2.67K +16 +0.3%
MLA
584
MB, Levis & Associates
Pennsylvania
$969K +$334 +2 +0%
NFA
585
Northern Financial Advisors
Michigan
$969K -$50.3K -301 -5%
AAM
586
Aureus Asset Management
Massachusetts
$968K – – –
MCAI
587
Members Capital Advisors Inc
Wisconsin
$962K – – –
Capstone Investment Advisors
588
Capstone Investment Advisors
New York
$960K +$823K +4,930 +519%
SSWM
589
Smith Salley Wealth Management
North Carolina
$958K +$980K +5,866 New
SCA
590
Snowden Capital Advisors
New York
$954K -$72.5K -434 -7%
FT
591
Fiduciary Trust
Massachusetts
$947K -$334 -2 -0%
DWA
592
Douglass Winthrop Advisors
New York
$943K – – –
RC
593
Roundview Capital
New Jersey
$940K -$31.9K -191 -3%
NHC
594
Nicholas Hoffman & Company
Georgia
$933K +$9.35K +56 +1%
BCV
595
Banque Cantonale Vaudoise
Switzerland
$926K +$242K +1,447 +34%
V
596
ViaWealth
Kansas
$926K +$946K +5,667 New
JDR
597
Jay D. Rosenbaum
$912K -$2.5K -15 -0.3%
KWA
598
Kingswood Wealth Advisors
California
$900K +$920K +5,510 New
BAM
599
Blueshift Asset Management
New Jersey
$899K -$855K -5,118 -48%
USB
600
Union Savings Bank
Connecticut
$899K – – –