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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
UR
601
USCA RIA
Texas
$786K +$145K +1,268 +25%
CIA
602
Choate Investment Advisors
Massachusetts
$777K +$29.1K +255 +4%
WJA
603
Williams Jones & Associates
New York
$776K -$256K -2,245 -26%
BWP
604
BSW Wealth Partners
Colorado
$773K +$636K +5,574 +757%
NIT
605
NumerixS Investment Technologies
British Columbia, Canada
$758K +$707K +6,192 New
EFS
606
Essex Financial Services
Connecticut
$751K +$40.3K +353 +6%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$745K +$19K +166 +3%
IAMOG
608
Investors Asset Management of Georgia
Georgia
$744K -$5.71K -50 -0.8%
CEP
609
Chicago Equity Partners
Illinois
$739K -$12.5M -109,255 -95%
IAS
610
IMA Advisory Services
Colorado
$734K -$174K -1,522 -20%
Pacer Advisors
611
Pacer Advisors
Pennsylvania
$723K -$4.11K -36 -0.6%
TW
612
Transform Wealth
Colorado
$720K +$47.3K +414 +8%
HSA
613
HBK Sorce Advisory
Pennsylvania
$717K -$26.8K -235 -4%
CG
614
Clinton Group
New York
$711K +$663K +5,810 New
TRIM
615
Thompson Rubinstein Investment Management
Oregon
$707K -$57.1K -500 -8%
WS
616
Wedbush Securities
California
$703K -$76.5K -670 -10%
FMT
617
First Mercantile Trust
Tennessee
$698K -$160K -1,400 -20%
GCC
618
Guardian Capital (Canada)
Ontario, Canada
$696K -$158K -1,387 -20%
SC
619
Savant Capital
Illinois
$693K – – –
Fiera Capital (Canada)
620
Fiera Capital (Canada)
Quebec, Canada
$690K +$103K +898 +19%
JWM
621
Jacobus Wealth Management
Wisconsin
$685K – – –
DWA
622
Douglass Winthrop Advisors
New York
$683K -$57.1K -500 -8%
DVM
623
Dreman Value Management
Florida
$681K -$326K -2,853 -34%
MFIMFI
624
Mesirow Financial Investment Management - Fixed Income
Illinois
$665K – – –
HI
625
Horizon Investments
North Carolina
$664K +$619K +5,420 New