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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
676
Empirical Wealth Management
Washington
$1.52M -$218K -776 -13%
HTC
677
Haverford Trust Company
Pennsylvania
$1.51M +$9.85K +35 +0.7%
GIA
678
Guyasuta Investment Advisors
Pennsylvania
$1.5M – – –
PWA
679
Providence Wealth Advisors
Illinois
$1.49M +$8.44K +30 +0.6%
IFWM
680
Institute for Wealth Management
Colorado
$1.48M -$8.16K -29 -0.6%
JIC
681
Joel Isaacson & Co
New York
$1.48M +$281 +1 +0%
WANY
682
Wealthspire Advisors (New York)
New York
$1.48M +$646K +2,294 +82%
SGI
683
Summit Global Investments
Utah
$1.48M -$631K -2,241 -31%
ETC
684
Exchange Traded Concepts
Oklahoma
$1.48M +$269K +955 +23%
JWCA
685
J.W. Cole Advisors
Florida
$1.47M -$1.22M -4,318 -40%
IPW
686
Impact Partnership Wealth
Georgia
$1.47M +$341K +1,213 +32%
VFA
687
Valeo Financial Advisors
Indiana
$1.47M +$18.9K +67 +1%
KC
688
Kepler Cheuvreux
$1.46M +$708K +2,517 +100%
BAM
689
Bayview Asset Management
Florida
$1.45M +$1.41M +5,000 New
SPC
690
Sigma Planning Corp
Michigan
$1.44M -$911K -3,236 -39%
DAS
691
Dynamic Advisor Solutions
Arizona
$1.44M -$164K -582 -10%
PC
692
Parrish Capital
Georgia
$1.44M +$1.4M +4,964 New
BTI
693
Blue Trust Inc
Georgia
$1.43M +$11.8K +42 +0.9%
BCM
694
Barden Capital Management
Texas
$1.43M -$15.5K -55 -1%
HCA
695
Harbor Capital Advisors
Illinois
$1.43M -$2.81K -10 -0.2%
PT
696
Plimoth Trust
Massachusetts
$1.43M -$100K -357 -7%
PTC
697
Private Trust Company
Ohio
$1.43M -$29.6K -105 -2%
SAM
698
Smartleaf Asset Management
Massachusetts
$1.42M +$229K +815 +20%
PIM
699
Plato Investment Management
Australia
$1.41M -$63.6K -226 -4%
TCOT
700
Trust Company of Toledo
Ohio
$1.4M -$56.3K -200 -4%
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