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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
651
SVB Wealth
Massachusetts
$363K +$88K +835 +36%
BJL
652
Brighton Jones LLC
Washington
$361K -$8.32K -79 -2%
WF
653
Welch & Forbes
Massachusetts
$361K +$2.63K +25 +0.8%
PNC
654
Park National Corp
Ohio
$360K -$21.6K -205 -6%
BFO
655
Boston Family Office
Massachusetts
$359K -$63.2K -600 -16%
HAG
656
HighPoint Advisor Group
Illinois
$359K -$28.5K -270 -8%
NNP
657
Nachman Norwood & Parrott
South Carolina
$358K +$7.27K +69 +2%
GWS
658
Glassman Wealth Services
Virginia
$355K +$7.38K +70 +2%
YMRC
659
Yorktown Management & Research Company
Virginia
$354K +$327K +3,100 New
HB
660
Homrich & Berg
Georgia
$353K -$51.3K -487 -14%
LNB
661
Ledyard National Bank
$351K -$21.1K -200 -6%
PTC
662
Private Trust Company
Ohio
$351K -$3.9K -37 -1%
ET
663
Equitable Trust
Tennessee
$350K -$846K -8,030 -72%
AWM
664
Aries Wealth Management
Maine
$349K -$8.54K -81 -3%
CHAM
665
Clear Harbor Asset Management
Connecticut
$349K – – –
BWP
666
Baldwin Wealth Partners
Massachusetts
$348K -$25.8K -245 -7%
JIC
667
Joel Isaacson & Co
New York
$348K – – –
TNA
668
True North Advisors
Texas
$348K +$322K +3,054 New
APA
669
American Portfolios Advisors
New York
$347K +$3.58K +34 +1%
DLCIG
670
D.L. Carlson Investment Group
New Hampshire
$347K -$90.9K -863 -22%
S
671
SignatureFD
Georgia
$345K -$117K -1,109 -27%
WS
672
Wedbush Securities
California
$345K -$88.6K -841 -22%
WTB
673
Washington Trust Bank
Washington
$343K -$20.1K -191 -6%
HCA
674
Harbour Capital Advisors
Virginia
$343K – – –
MC
675
Moors & Cabot
Massachusetts
$341K -$59.5K -565 -16%
25 26
27
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