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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Wealthspire Advisors (Maryland)
Maryland
$604K -$218K -1,818 -27%
WIC
652
Woodmont Investment Counsel
Tennessee
$601K – – –
RCAMU
653
Rothschild & Co Asset Management US
Connecticut
$599K -$33.3K -277 -5%
RIM
654
Regent Investment Management
Kentucky
$591K – – –
1IA
655
1834 Investment Advisors
Wisconsin
$587K +$2.76K +23 +0.5%
DWT
656
Dorsey & Whitney Trust
South Dakota
$587K +$121K +1,005 +26%
GCA
657
Gideon Capital Advisors
New York
$586K +$584K +4,862 New
JFA
658
JNBA Financial Advisors
Minnesota
$583K -$12K -100 -2%
GXMC
659
Global X Management Company
New York
$582K +$66K +549 +13%
MWM
660
Mission Wealth Management
California
$577K – – –
PB
661
Pinnacle Bancorp
Nebraska
$564K +$562K +4,678 New
BTNA
662
Bremer Trust National Association
Minnesota
$563K – – –
AUB
663
Atlantic Union Bankshares
Virginia
$555K -$47.5K -395 -8%
NIM
664
Northeast Investment Management
Massachusetts
$554K -$12K -100 -2%
CWA
665
Cypress Wealth Advisors
California
$553K +$12.1K +101 +2%
FNFDCM
666
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$550K – – –
LBC
667
Lawrence B. Cohen
$547K +$113K +940 +26%
GAM
668
Gotham Asset Management
New York
$539K +$537K +4,471 New
LCM
669
LVM Capital Management
Michigan
$532K – – –
SDJVC
670
St. Denis J. Villere & Co
Louisiana
$529K – – –
SYBT
671
Stock Yards Bank & Trust
Kentucky
$526K – – –
IRF
672
IBM Retirement Fund
New York
$523K -$2.89M -24,008 -88%
FBFS
673
First Business Financial Services
Wisconsin
$523K +$85.7K +713 +20%
NVIM
674
New Vernon Investment Management
Illinois
$510K +$508K +4,227 New
FA
675
FMA Advisory
Pennsylvania
$507K +$505K +4,203 New