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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Wealth Alliance
New York
$1.09M +$430K +2,011 +74%
BFA
627
Beaumont Financial Advisors
Massachusetts
$1.08M +$162K +756 +19%
AG
628
Ascent Group
Virginia
$1.08M +$8.76K +41 +0.9%
Kestra Private Wealth Services
629
Kestra Private Wealth Services
Texas
$1.07M -$95.9K -449 -9%
Fiera Capital (Canada)
630
Fiera Capital (Canada)
Quebec, Canada
$1.06M -$18.2K -85 -2%
PG
631
Prostatis Group
Maryland
$1.06M +$144K +676 +17%
OneDigital Investment Advisors
632
OneDigital Investment Advisors
Kansas
$1.05M -$236K -1,103 -19%
Valeo Financial Advisors
633
Valeo Financial Advisors
Indiana
$1.04M +$78.8K +369 +8%
IAMOG
634
Investors Asset Management of Georgia
Georgia
$1.04M -$21.4K -100 -2%
PWA
635
Providence Wealth Advisors
Illinois
$1.04M -$2.96M -13,859 -75%
VI
636
Versor Investments
New York
$1.03M +$961K +4,497 New
AFA
637
AA Financial Advisors
Ohio
$1.03M +$960K +4,492 New
SPI
638
Sutton Place Investors
New York
$1.03M +$956K +4,475 New
BWM
639
Bullock Wealth Management
Indiana
$1.03M +$963K +4,509 New
HDIM
640
Hanson & Doremus Investment Management
Vermont
$1.02M -$44K -206 -4%
GLR
641
Great Lakes Retirement
Ohio
$1.02M +$949K +4,443 New
SP
642
Symmetry Partners
Connecticut
$1.02M – – –
SW
643
SlateStone Wealth
Florida
$1.02M +$37.2K +174 +4%
Mission Wealth Management
644
Mission Wealth Management
California
$1.01M +$39.5K +185 +4%
Coldstream Capital Management
645
Coldstream Capital Management
Washington
$1.01M +$185K +866 +24%
Forum Financial Management
646
Forum Financial Management
Illinois
$1.01M – – –
Ballentine Partners
647
Ballentine Partners
Massachusetts
$1M +$26.3K +123 +3%
Bridges Investment Management
648
Bridges Investment Management
Nebraska
$993K – – –
SC
649
Searle & Co
Connecticut
$991K – – –
SG
650
Somerset Group
Minnesota
$990K – – –