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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
OneDigital Investment Advisors
Kansas
$595K +$18.9K +116 +3%
SFO
652
Stokes Family Office
Louisiana
$593K -$28.9K -178 -4%
TL
653
Tradewinds LLC
North Carolina
$588K – – –
KCM
654
Kanawha Capital Management
Virginia
$579K – – –
BG
655
Bahl & Gaynor
Ohio
$577K -$21.5K -132 -3%
MYIA
656
Mount Yale Investment Advisors
Colorado
$577K +$358K +2,203 +141%
CF
657
Copperwynd Financial
Arizona
$576K -$22.4K -138 -4%
LC
658
Lindbrook Capital
California
$576K -$9.76K -60 -2%
IGWM
659
ICA Group Wealth Management
Colorado
$575K – – –
PB
660
Pinnacle Bancorp
Nebraska
$575K – – –
DT
661
Diversified Trust
Tennessee
$573K -$417K -2,565 -41%
GT
662
Glenview Trust
Kentucky
$568K – – –
BDF
663
Balasa Dinverno & Foltz
$566K +$97.5K +600 +19%
LCM
664
LVM Capital Management
Michigan
$565K +$13K +80 +2%
BP
665
Ballentine Partners
Massachusetts
$563K +$92.2K +567 +18%
JWBC
666
J.W. Burns & Co
New York
$562K – – –
BJL
667
Brighton Jones LLC
Washington
$559K -$45.7K -281 -7%
HWAM
668
Hennion & Walsh Asset Management
New Jersey
$558K +$144K +887 +32%
TCOT
669
Trust Company of Toledo
Ohio
$557K – – –
EAM
670
Empirical Asset Management
Massachusetts
$555K +$589K +3,623 New
CG
671
Caprock Group
Idaho
$552K +$586K +3,606 New
LPT
672
Legacy Private Trust
Wisconsin
$545K -$178K -1,093 -24%
CT
673
Cambridge Trust
Massachusetts
$544K -$11.9K -73 -2%
BWAM
674
Boyd Watterson Asset Management
Ohio
$542K -$1.46K -9 -0.3%
PFS
675
Prospera Financial Services
Texas
$541K +$12.2K +75 +2%
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