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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
651
Tradewinds LLC
North Carolina
$845K +$65.6K +305 +8%
FW
652
FullCircle Wealth
Texas
$843K +$872K +4,058 New
BCP
653
Berkeley Capital Partners
Georgia
$842K +$34.6K +161 +4%
QCG
654
Quadrant Capital Group
Ohio
$841K +$39.1K +182 +5%
OTL
655
Oak Thistle LLC
New York
$831K +$641K +2,980 +269%
CF
656
Copperwynd Financial
Arizona
$831K +$39.6K +184 +5%
FWM
657
Forza Wealth Management
Florida
$828K – – –
AHB
658
Abner Herrman & Brock
New Jersey
$823K +$13.8K +64 +2%
SIA
659
Soltis Investment Advisors
Utah
$820K +$866K +4,030 New
LC
660
Lindbrook Capital
California
$819K +$6.66K +31 +0.8%
SCM
661
Sterneck Capital Management
Missouri
$813K – – –
VRM
662
Vectors Research Management
New York
$813K – – –
QT
663
Quantbot Technologies
New York
$810K -$1.43M -6,668 -63%
FNFDCM
664
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$801K – – –
SW
665
SVB Wealth
Massachusetts
$801K -$42.8K -199 -5%
LAIC
666
Lederer & Associates Investment Counsel
California
$797K +$4.94K +23 +0.6%
WPA
667
West Paces Advisors
Georgia
$796K +$6.66K +31 +0.8%
ET
668
Equitable Trust
Tennessee
$791K – – –
ACA
669
Aptus Capital Advisors
Alabama
$791K +$147K +682 +21%
DEA
670
DoubleLine ETF Adviser
Florida
$790K -$31.6K -147 -4%
VEA
671
Virtus ETF Advisers
New York
$789K +$834K +3,878 New
EF
672
Empowered Funds
Pennsylvania
$781K +$58.7K +273 +8%
JC
673
JB Capital
Connecticut
$772K -$63.6K -296 -7%
MCC
674
Money Concepts Capital
Florida
$769K +$37.8K +176 +5%
KCM
675
Kanawha Capital Management
Virginia
$768K -$1.94K -9 -0.2%
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