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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
601
Moors & Cabot
Massachusetts
$654K -$73K -723 -10%
SPC
602
Sigma Planning Corp
Michigan
$653K +$623K +6,170 New
ST
603
Sageworth Trust
Pennsylvania
$652K +$621K +6,155 New
WF
604
Welch & Forbes
Massachusetts
$650K – – –
PJSIMP
605
P.J. Schmidt Investment Management (PJS)
Wisconsin
$647K -$97.4K -965 -14%
FTIOP
606
Fiduciary Trust International of Pennsylvania
Pennsylvania
$647K -$808 -8 -0.1%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$646K +$13.5K +134 +2%
IAMOG
608
Investors Asset Management of Georgia
Georgia
$645K +$615K +6,091 New
RBC
609
Ronald Blue & Co
Georgia
$645K +$615K +6,093 New
NC
610
Nicholas Company
Wisconsin
$644K -$202K -2,000 -25%
AWS
611
Aris Wealth Services
Pennsylvania
$640K -$7.88K -78 -1%
HB
612
Homrich & Berg
Georgia
$639K +$147K +1,453 +32%
FWM
613
Frontier Wealth Management
Missouri
$636K +$606K +6,004 New
SLG
614
Stanley-Laman Group
Pennsylvania
$635K – – –
MSFP
615
Mark Sheptoff Financial Planning
Connecticut
$633K +$212K +2,101 +54%
PCA
616
Peddock Capital Advisors
Massachusetts
$631K +$16.1K +159 +3%
PCM
617
Prelude Capital Management
New York
$625K +$22.7K +225 +4%
CAM
618
Cubic Asset Management
Massachusetts
$621K – – –
VIA
619
Vident Investment Advisory
Georgia
$621K +$593K +5,869 New
MFS
620
MSI Financial Services
Massachusetts
$619K +$33.3K +330 +6%
BBA
621
BLB&B Advisors
Pennsylvania
$613K +$11.8K +117 +2%
EFS
622
Essex Financial Services
Connecticut
$605K – – –
UB
623
UMB Bank
Missouri
$604K +$39.4K +390 +7%
PWMAG
624
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$576K +5,707 New
GC
625
Gratry & Company
Ohio
$600K +$92.4K +915 +16%
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