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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
676
Versor Investments
New York
$456K +$464K +3,000 New
SW
677
SkyOak Wealth
Michigan
$454K +$8.82K +57 +2%
CCA
678
Checchi Capital Advisers
California
$453K +$10.4K +67 +2%
KS
679
Karpas Strategies
Connecticut
$451K – – –
TU
680
TDAM USA
Ontario, Canada
$448K +$185K +1,195 +68%
ET
681
Equitable Trust
Tennessee
$447K -$19.4K -125 -4%
AWM
682
Aries Wealth Management
Maine
$444K -$4.8K -31 -1%
MAG
683
Mayfair Advisory Group
Alabama
$443K +$16.3K +105 +4%
HI
684
Harbour Investments
Wisconsin
$442K +$4.49K +29 +1%
WWM
685
Windsor Wealth Management
Indiana
$439K +$40.2K +260 +10%
MW
686
Marcum Wealth
Ohio
$438K +$38.2K +247 +9%
MC
687
Moors & Cabot
Massachusetts
$435K +$48.3K +312 +12%
EAM
688
Erste Asset Management
Austria
$434K – – –
PWLP
689
Prio Wealth Limited Partnership
Massachusetts
$433K -$15.5K -100 -3%
MMA
690
Miracle Mile Advisors
California
$432K +$170K +1,100 +63%
HB
691
Homrich & Berg
Georgia
$430K +$6.5K +42 +2%
AO
692
Advisor OS
Illinois
$429K +$61.6K +398 +16%
BL
693
Balentine LLC
Georgia
$428K +$436K +2,816 New
CCM
694
Carlson Capital Management
Minnesota
$427K +$1.55K +10 +0.4%
LNC
695
Lincoln National Corp
Pennsylvania
$426K +$11.5K +74 +3%
WPW
696
Waldron Private Wealth
Pennsylvania
$426K +$61.5K +397 +17%
MC
697
Machina Capital
France
$426K +$124K +800 +40%
HWM
698
HighMark Wealth Management
Minnesota
$425K +$2.48K +16 +0.6%
GDP
699
Great Diamond Partners
Maine
$421K -$3.25K -21 -0.8%
WANY
700
Wealthspire Advisors (New York)
New York
$419K +$427K +2,758 New
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