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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
626
FineMark National Bank & Trust
Florida
$822K +$1.21K +7 +0.2%
SC
627
Searle & Co
Connecticut
$820K +$282K +1,631 +61%
SG
628
Somerset Group
Minnesota
$820K – – –
SYBT
629
Stock Yards Bank & Trust
Kentucky
$819K -$50.9K -294 -6%
SW
630
SVB Wealth
Massachusetts
$818K -$11.1K -64 -1%
GT
631
Glenview Trust
Kentucky
$817K +$6.58K +38 +0.9%
AWM
632
Axxcess Wealth Management
California
$814K +$246K +1,422 +50%
VRM
633
Vectors Research Management
New York
$809K – – –
SW
634
SlateStone Wealth
Florida
$808K -$10K -58 -1%
BP
635
Ballentine Partners
Massachusetts
$804K +$74.8K +432 +11%
MWM
636
Mission Wealth Management
California
$804K -$14.7K -85 -2%
TMAM
637
Tokio Marine Asset Management
Japan
$793K +$48.3K +279 +7%
BCP
638
Berkeley Capital Partners
Georgia
$791K +$719K +4,151 New
JC
639
JB Capital
Connecticut
$781K -$2.77K -16 -0.4%
FWM
640
Forza Wealth Management
Florida
$776K -$6.06K -35 -0.9%
BSW
641
Buckingham Strategic Wealth
Missouri
$772K -$49.7K -287 -7%
SW
642
SteelPeak Wealth
California
$770K -$709K -4,094 -50%
QCG
643
Quadrant Capital Group
Ohio
$770K +$44.3K +256 +7%
DI
644
DFPG Investments
Utah
$766K -$34.1K -197 -5%
SCM
645
Sterneck Capital Management
Missouri
$762K – – –
MFG
646
Merit Financial Group
Georgia
$762K -$80.2K -463 -10%
AHB
647
Abner Herrman & Brock
New Jersey
$759K -$139K -800 -17%
WP
648
WealthSource Partners
California
$755K -$19.9K -115 -3%
BFA
649
Beaumont Financial Advisors
Massachusetts
$754K +$4.33K +25 +0.6%
AF
650
Allworth Financial
California
$753K -$24.9K -144 -4%
24 25
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