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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
626
Douglass Winthrop Advisors
New York
$673K – – –
SCP
627
Sandhill Capital Partners
New York
$670K -$137K -1,141 -17%
DVM
628
Dreman Value Management
Florida
$670K – – –
TRIM
629
Thompson Rubinstein Investment Management
Oregon
$666K -$30K -250 -4%
BBA
630
BLB&B Advisors
Pennsylvania
$651K +$12K +100 +2%
AAS
631
Annex Advisory Services
Wisconsin
$639K +$76.9K +640 +14%
MWM
632
Marietta Wealth Management
Georgia
$638K +$82.8K +689 +15%
UB
633
UMB Bank
Missouri
$634K -$6.13K -51 -1%
DILIC
634
Dai-ichi Life Insurance Company
Japan
$633K – – –
WB
635
WesBanco Bank
West Virginia
$633K +$13.6K +113 +2%
CEP
636
Chicago Equity Partners
Illinois
$630K -$96.7K -805 -13%
MRCM
637
M&R Capital Management
New Jersey
$624K – – –
BFO
638
Boston Family Office
Massachusetts
$619K -$18K -150 -3%
DMC
639
Drexel Morgan & Co
Pennsylvania
$616K – – –
WA
640
WFG Advisors
Texas
$615K -$200K -1,662 -25%
PFA
641
Paradigm Financial Advisors
Missouri
$614K – – –
GIA
642
Guyasuta Investment Advisors
Pennsylvania
$613K -$29.9K -249 -5%
BWP
643
Baldwin Wealth Partners
Massachusetts
$611K -$30K -250 -5%
TW
644
Transform Wealth
Colorado
$607K -$102K -846 -14%
JDR
645
Jay D. Rosenbaum
$605K +$64.9K +540 +12%
WAM
646
Wealthspire Advisors (Maryland)
Maryland
$604K -$218K -1,818 -27%
WIC
647
Woodmont Investment Counsel
Tennessee
$601K – – –
RCAMU
648
Rothschild & Co Asset Management US
Connecticut
$599K -$33.3K -277 -5%
RIM
649
Regent Investment Management
Kentucky
$591K – – –
1IA
650
1834 Investment Advisors
Wisconsin
$587K +$2.76K +23 +0.5%
24 25
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