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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
601
Kanawha Capital Management
Virginia
$463K +$41.1K +390 +11%
SIP
602
Stoneridge Investment Partners
Pennsylvania
$457K – – –
DWT
603
Dorsey & Whitney Trust
South Dakota
$456K -$9.06K -86 -2%
SKK
604
Shepherd Kaplan Krochuk
Massachusetts
$456K – – –
SCM
605
Sterneck Capital Management
Missouri
$456K – – –
AWC
606
Abundance Wealth Counselors
Pennsylvania
$456K +$421K +3,996 New
CAM
607
Cresset Asset Management
Illinois
$454K -$63K -598 -13%
FNFDCM
608
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$453K -$16.6K -158 -4%
LCM
609
LVM Capital Management
Michigan
$451K -$8.43K -80 -2%
SA
610
Strategic Advisors
New York
$450K -$169K -1,605 -30%
IA
611
IFG Advisory
Georgia
$450K +$25.5K +242 +7%
IPW
612
Inlet Private Wealth
Florida
$445K – – –
EI
613
Ethic Inc
New York
$442K +$175K +1,662 +75%
BSW
614
Buckingham Strategic Wealth
Missouri
$440K +$46.6K +442 +13%
SWP
615
Stratos Wealth Partners
Ohio
$436K -$46.4K -440 -10%
CCP
616
Corient Capital Partners
California
$436K +$11.9K +113 +3%
CF
617
Copperwynd Financial
Arizona
$432K -$24.1K -229 -6%
JWBC
618
J.W. Burns & Co
New York
$432K +$4.32K +41 +1%
RWM
619
RBA Wealth Management
California
$430K -$134K -1,272 -25%
JFA
620
JNBA Financial Advisors
Minnesota
$429K – – –
TCOT
621
Trust Company of Toledo
Ohio
$429K – – –
GWM
622
Geneos Wealth Management
Colorado
$427K +$16.3K +155 +4%
PCM
623
Parsons Capital Management
Rhode Island
$422K +$2.53K +24 +0.7%
CCM
624
Carlson Capital Management
Minnesota
$422K +$162K +1,533 +70%
OIA
625
OneDigital Investment Advisors
Kansas
$420K -$35.3K -335 -8%
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