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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Confluence Wealth Services
576
Confluence Wealth Services
Pennsylvania
$1.89M +$4.67M +18,754 +1,807%
CWP
577
Concord Wealth Partners
Virginia
$1.88M +$68K +273 +4%
Integrated Wealth Concepts
578
Integrated Wealth Concepts
Massachusetts
$1.88M +$74K +297 +4%
BOK Financial
579
BOK Financial
Oklahoma
$1.87M -$17.2K -69 -1%
South Dakota Investment Council
580
South Dakota Investment Council
South Dakota
$1.86M – – –
GFA
581
Gifford Fong Associates
California
$1.85M – – –
CIC
582
Cornercap Investment Counsel
Georgia
$1.83M -$19.9K -80 -1%
Eagle Capital Management (New York)
583
Eagle Capital Management (New York)
New York
$1.82M – – –
Nicholas Hoffman & Company
584
Nicholas Hoffman & Company
Georgia
$1.82M +$546K +2,191 +47%
Clearstead Advisors
585
Clearstead Advisors
Ohio
$1.82M +$159K +639 +10%
Belpointe Asset Management
586
Belpointe Asset Management
Nevada
$1.81M -$106K -426 -6%
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.8M +$1.23M +4,927 +262%
BI
588
Ballast Inc
Kentucky
$1.8M -$3.74K -15 -0.2%
BFG
589
Beacon Financial Group
Texas
$1.79M -$46.8K -188 -3%
PCMU
590
Paragon Capital Management (Utah)
Utah
$1.77M -$14.7K -59 -0.9%
MC
591
Muhlenkamp & Co
Pennsylvania
$1.76M +$1.66M +6,648 New
Parallel Advisors
592
Parallel Advisors
California
$1.76M -$91.2K -366 -5%
SummitTX Capital
593
SummitTX Capital
Texas
$1.75M +$1.65M +6,630 New
MAM
594
Milestone Asset Management
Pennsylvania
$1.75M -$5.12M -20,551 -76%
ANC
595
Ames National Corp
Iowa
$1.75M +$19.9K +80 +1%
SignatureFD
596
SignatureFD
Georgia
$1.75M +$36.1K +145 +2%
Empirical Wealth Management
597
Empirical Wealth Management
Washington
$1.74M -$309K -1,241 -16%
CAMV
598
Concord Asset Management (Virginia)
Virginia
$1.74M -$54.6K -219 -3%
NFA
599
Northern Financial Advisors
Michigan
$1.74M +$11.2K +45 +0.7%
KRSITF
600
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.74M -$1.57M -6,318 -49%