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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
626
Lederer & Associates Investment Counsel
California
$814K +$40.9K +232 +5%
FNBT
627
FineMark National Bank & Trust
Florida
$811K +$176 +1 +0%
SW
628
SVB Wealth
Massachusetts
$809K -$70K -397 -8%
CG
629
Caprock Group
Idaho
$793K +$8.11K +46 +1%
SFO
630
Stokes Family Office
Louisiana
$789K +$144K +817 +22%
IAMOG
631
Investors Asset Management of Georgia
Georgia
$783K – – –
FFM
632
Forum Financial Management
Illinois
$764K +$15.2K +86 +2%
EAM
633
Empirical Asset Management
Massachusetts
$751K +$762K +4,323 New
BIM
634
Bridges Investment Management
Nebraska
$749K – – –
MFS
635
Mirabella Financial Services
United Kingdom
$749K +$453K +2,569 +147%
VRM
636
Vectors Research Management
New York
$747K +$13.4K +76 +2%
WQ
637
Wealth Quarterback
New Jersey
$745K -$23.6K -134 -3%
AWS
638
Atria Wealth Solutions
New York
$741K -$1.75M -9,925 -70%
WP
639
WealthSource Partners
California
$735K -$18.3K -104 -2%
PG
640
Prostatis Group
Maryland
$735K +$121M +688,174 +15,465%
MAS
641
Meeder Advisory Services
Ohio
$734K +$112K +637 +18%
BCV
642
Banque Cantonale Vaudoise
Switzerland
$733K – – –
ZB
643
Zions Bancorporation
Utah
$732K +$131K +740 +21%
ANTB
644
AMG National Trust Bank
Colorado
$729K -$177K -1,003 -19%
MWM
645
Mission Wealth Management
California
$722K -$9.7K -55 -1%
TCOV
646
Trust Company of Vermont
Vermont
$714K -$22.4K -127 -3%
PWA
647
Providence Wealth Advisors
Illinois
$712K – – –
FDCDDQ
648
Federation des caisses Desjardins du Quebec
Quebec, Canada
$712K -$2.03M -11,490 -74%
AF
649
Allworth Financial
California
$710K +$149K +843 +26%
OIA
650
OneDigital Investment Advisors
Kansas
$708K +$19K +108 +3%
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