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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
626
Journey Advisory Group
Kentucky
$765K -$103K -565 -11%
PG
627
Prostatis Group
Maryland
$764K -$4.73K -26 -0.6%
LAIC
628
Lederer & Associates Investment Counsel
California
$763K -$4.36K -24 -0.5%
WQ
629
Wealth Quarterback
New Jersey
$759K +$7.46K +41 +0.9%
PAM
630
Paradigm Asset Management
New York
$754K – – –
PWA
631
Providence Wealth Advisors
Illinois
$748K -$88.2K -485 -11%
WP
632
WealthSource Partners
California
$744K -$43.8K -241 -5%
BIM
633
Bridges Investment Management
Nebraska
$740K – – –
FFM
634
Forum Financial Management
Illinois
$739K -$3.82K -21 -0.5%
BBNA
635
Bremer Bank National Association
Minnesota
$733K – – –
TCOV
636
Trust Company of Vermont
Vermont
$726K -$57.1K -314 -7%
HC
637
HNP Capital
New York
$724K – – –
VRM
638
Vectors Research Management
New York
$724K -$18.2K -100 -2%
BCV
639
Banque Cantonale Vaudoise
Switzerland
$724K – – –
MWM
640
Mission Wealth Management
California
$722K -$909 -5 -0.1%
FWM
641
Forza Wealth Management
Florida
$701K – – –
SFA
642
Sequoia Financial Advisors
Ohio
$700K +$27.3K +150 +4%
BFEC
643
Benjamin F. Edwards & Company
Missouri
$695K -$38K -209 -5%
FCA
644
FinTrust Capital Advisors
South Carolina
$693K – – –
SW
645
SlateStone Wealth
Florida
$689K +$236K +1,299 +48%
MPPW
646
Mitchell & Pahl Private Wealth
Oklahoma
$688K -$16K -88 -2%
SCM
647
Sterneck Capital Management
Missouri
$686K – – –
CCM
648
Coldstream Capital Management
Washington
$684K +$31.5K +173 +5%
MYIA
649
Mount Yale Investment Advisors
Colorado
$682K -$425K -2,336 -37%
OIA
650
OneDigital Investment Advisors
Kansas
$681K +$49.8K +274 +7%
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