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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
626
Focus Partners Advisor Solutions
Missouri
$1.38M +$558K +2,236 +64%
FT
627
Fiduciary Trust
Massachusetts
$1.38M +$351K +1,404 +32%
IFWM
628
Institute for Wealth Management
Colorado
$1.35M -$14K -56 -1%
AI
629
Arvest Investments
Arkansas
$1.35M -$2.36M -9,452 -63%
HWM
630
HighMark Wealth Management
Minnesota
$1.34M +$6.99K +28 +0.5%
SW
631
SlateStone Wealth
Florida
$1.33M +$39.2K +157 +3%
GLR
632
Great Lakes Retirement
Ohio
$1.33M +$45.4K +182 +3%
PWC
633
PYA Waltman Capital
Tennessee
$1.32M +$8.49K +34 +0.6%
TCOV
634
Trust Company of Vermont
Vermont
$1.32M -$38.4K -154 -3%
FLPIM
635
F.L. Putnam Investment Management
Massachusetts
$1.32M -$24.5K -98 -2%
FNBT
636
FineMark National Bank & Trust
Florida
$1.32M -$2.75K -11 -0.2%
VSQM
637
V-Square Quantitative Management
Illinois
$1.31M +$21.5K +86 +2%
HCA
638
Harbor Capital Advisors
Illinois
$1.31M +$15K +60 +1%
NWAG
639
Net Worth Advisory Group
Utah
$1.3M +$17K +68 +1%
TWC
640
TD Waterhouse Canada
Ontario, Canada
$1.3M +$442K +1,772 +49%
PIM
641
Plato Investment Management
Australia
$1.3M – – –
IWA
642
IBEX Wealth Advisors
New Jersey
$1.28M +$1.33M +5,318 New
HTC
643
Haverford Trust Company
Pennsylvania
$1.28M -$10.2K -41 -0.8%
RC
644
Roundview Capital
New Jersey
$1.27M – – –
PG
645
Prostatis Group
Maryland
$1.27M -$13.7K -55 -1%
AG
646
Ascent Group
Virginia
$1.27M +$113K +451 +9%
PTC
647
Private Trust Company
Ohio
$1.26M -$47.2K -189 -3%
WA
648
Wealth Alliance
New York
$1.23M +$15K +60 +1%
BCM
649
Barden Capital Management
Texas
$1.23M +$1.28M +5,112 New
TAM
650
Tocqueville Asset Management
New York
$1.23M – – –
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