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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Scotia Capital
Ontario, Canada
$671K +$224K +2,220 +54%
BWP
602
BSW Wealth Partners
Colorado
$670K – – –
FIG
603
Fusion Investment Group
Pennsylvania
$657K +$425K +4,206 +138%
MC
604
Moors & Cabot
Massachusetts
$654K -$73K -723 -10%
SPC
605
Sigma Planning Corp
Michigan
$653K +$623K +6,170 New
ST
606
Sageworth Trust
Pennsylvania
$652K +$621K +6,155 New
WF
607
Welch & Forbes
Massachusetts
$650K – – –
PJSIMP
608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$647K -$97.4K -965 -14%
FTIOP
609
Fiduciary Trust International of Pennsylvania
Pennsylvania
$647K -$808 -8 -0.1%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$646K +$13.5K +134 +2%
IAMOG
611
Investors Asset Management of Georgia
Georgia
$645K +$615K +6,091 New
RBC
612
Ronald Blue & Co
Georgia
$645K +$615K +6,093 New
NC
613
Nicholas Company
Wisconsin
$644K -$202K -2,000 -25%
AWS
614
Aris Wealth Services
Pennsylvania
$640K -$7.88K -78 -1%
HB
615
Homrich & Berg
Georgia
$639K +$147K +1,453 +32%
FWM
616
Frontier Wealth Management
Missouri
$636K +$606K +6,004 New
SLG
617
Stanley-Laman Group
Pennsylvania
$635K – – –
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$633K +$212K +2,101 +54%
PCA
619
Peddock Capital Advisors
Massachusetts
$631K +$16.1K +159 +3%
PCM
620
Prelude Capital Management
New York
$625K +$22.7K +225 +4%
CAM
621
Cubic Asset Management
Massachusetts
$621K – – –
VIA
622
Vident Investment Advisory
Georgia
$621K +$593K +5,869 New
MFS
623
MSI Financial Services
Massachusetts
$619K +$33.3K +330 +6%
BBA
624
BLB&B Advisors
Pennsylvania
$613K +$11.8K +117 +2%
EFS
625
Essex Financial Services
Connecticut
$605K – – –
23 24
25
26 27