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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
676
Diversified Trust
Tennessee
$537K +$25.6K +164 +5%
EW
677
Evoke Wealth
California
$528K +$313 +2 +0.1%
VFA
678
Valeo Financial Advisors
Indiana
$527K -$112K -714 -17%
NPP
679
New Potomac Partners
Maryland
$526K -$135K -865 -20%
VI
680
Versor Investments
New York
$525K +$55.3K +354 +12%
MCC
681
Money Concepts Capital
Florida
$521K +$520K +3,330 New
CNB
682
Camden National Bank
Maine
$520K -$2.19K -14 -0.4%
PCM
683
Parsons Capital Management
Rhode Island
$520K – – –
JFA
684
JNBA Financial Advisors
Minnesota
$519K +$9.22K +59 +2%
LOAMS
685
Lombard Odier Asset Management (Switzerland)
Switzerland
$519K +$518K +3,318 New
AAM
686
AR Asset Management
California
$518K – – –
MC
687
Machina Capital
France
$516K +$78.1K +500 +18%
HWM
688
HB Wealth Management
Georgia
$516K +$516K +3,300 New
JWM
689
Jeppson Wealth Management
California
$510K +$2.34K +15 +0.5%
SA
690
Strategic Advisors
New York
$509K +$2.5K +16 +0.5%
QTM
691
qPULA Trading Management
New York
$509K +$113K +721 +28%
AF
692
Allworth Financial
California
$507K -$6.56K -42 -1%
CCM
693
Coldstream Capital Management
Washington
$505K +$505K +3,229 New
AO
694
Advisor OS
Illinois
$504K +$61.7K +395 +14%
PNC
695
Park National Corp
Ohio
$499K +$109K +700 +28%
GWM
696
Geneos Wealth Management
Colorado
$496K -$53.6K -343 -10%
WF
697
Welch & Forbes
Massachusetts
$495K – – –
PFS
698
Prospera Financial Services
Texas
$493K -$176K -1,127 -26%
MMA
699
Miracle Mile Advisors
California
$487K +$42.5K +272 +10%
SW
700
SkyOak Wealth
Michigan
$483K +$15.3K +98 +3%
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