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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
701
Atherton Lane Advisers
California
$229K -$15.4K -176 -7%
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$228K – – –
WTB
703
Washington Trust Bank
Washington
$228K +$38.7K +443 New
HCM
704
Hollencrest Capital Management
California
$228K +$221K +2,526 New
NCM
705
Narwhal Capital Management
Georgia
$226K -$26.2K -300 -11%
KFC
706
Klingenstein Fields & Co
New York
$226K -$17.5K -200 -7%
MIC
707
MU Investments Company
Japan
$225K – – –
BAS
708
Brown Advisory Securities
Maryland
$225K +$3.5K +40 +2%
GIP
709
Greatmark Investment Partners
Georgia
$223K – – –
DVM
710
Dreman Value Management
Florida
$223K +$215K +2,458 New
DAS
711
Dynamic Advisor Solutions
Arizona
$223K +$215K +2,460 New
BUB
712
BBVA USA Bancshares
Texas
$219K -$67.7K -775 -24%
CA
713
Cetera Advisors
Colorado
$219K +$211K +2,415 New
CCT
714
Country Club Trust
Missouri
$217K – – –
WA
715
WFG Advisors
Texas
$215K -$65.5K -749 -24%
BCI
716
Brinker Capital Investments
Pennsylvania
$214K +$206K +2,359 New
LIM
717
Leavell Investment Management
Alabama
$212K -$114K -1,300 -36%
ST
718
Spinnaker Trust
Maine
$212K -$5.68K -65 -3%
JIC
719
Joel Isaacson & Co
New York
$211K +$78.8K +902 +63%
SIM
720
Sadoff Investment Management
Wisconsin
$211K +$203K +2,325 New
PAS
721
Partnervest Advisory Services
California
$210K +$7.87K +90 +4%
FBFS
722
First Business Financial Services
Wisconsin
$204K +$197K +2,257 New
AIM
723
Aspen Investment Management
Michigan
$204K +$197K +2,258 New
CFSG
724
Community Financial Services Group
Vermont
$203K -$19.7K -225 -9%
BEAM
725
Baker Ellis Asset Management
Washington
$203K – – –
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