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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
OneDigital Investment Advisors
Kansas
$708K +$19K +108 +3%
SFA
652
Sequoia Financial Advisors
Ohio
$707K -$1.94K -11 -0.3%
FNFDCM
653
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$704K +$20.3K +115 +3%
MYIA
654
Mount Yale Investment Advisors
Colorado
$702K +$10.6K +60 +2%
BFEC
655
Benjamin F. Edwards & Company
Missouri
$700K -$4.76K -27 -0.7%
BP
656
Ballentine Partners
Massachusetts
$695K -$168K -952 -19%
BSW
657
Buckingham Strategic Wealth
Missouri
$695K -$42K -238 -6%
SCM
658
Sterneck Capital Management
Missouri
$695K – – –
FCA
659
FinTrust Capital Advisors
South Carolina
$693K – – –
DC
660
Davenport & Co
Virginia
$689K +$6K +34 +0.9%
FWM
661
Forza Wealth Management
Florida
$687K -$23.5K -133 -3%
BFA
662
Beaumont Financial Advisors
Massachusetts
$683K +$1.06K +6 +0.2%
CCM
663
Coldstream Capital Management
Washington
$681K -$12.5K -71 -2%
BOS
664
Bank of Stockton
California
$678K – – –
CIM
665
Cambria Investment Management
California
$677K -$161K -913 -19%
QCM
666
Qsemble Capital Management
New York
$677K +$688K +3,900 New
MPPW
667
Mitchell & Pahl Private Wealth
Oklahoma
$676K -$22K -125 -3%
BB
668
Busey Bank
Illinois
$676K -$151K -858 -18%
JC
669
JB Capital
Connecticut
$673K -$13.2K -75 -2%
PCM
670
Penserra Capital Management
California
$672K +$234K +1,327 +52%
AWM
671
Axxcess Wealth Management
California
$669K +$200K +1,133 +42%
TL
672
Tradewinds LLC
North Carolina
$669K – – –
BBNA
673
Bremer Bank National Association
Minnesota
$668K -$75.8K -430 -10%
LC
674
Lindbrook Capital
California
$668K +$4.41K +25 +0.7%
VFA
675
Valeo Financial Advisors
Indiana
$668K +$78.1K +443 +13%
25 26
27
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