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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
701
Thomasville National Bank
Georgia
$314K -$316 -3 -0.1%
CNBTD
702
Citizens National Bank Trust Department
Mississippi
$314K – – –
WIP
703
Wellesley Investment Partners
Massachusetts
$313K -$91.4K -867 -24%
FHB
704
First Hawaiian Bank
Hawaii
$313K -$11.7K -111 -4%
HWM
705
HighMark Wealth Management
Minnesota
$313K +$7.69K +73 +3%
CI Investments Inc
706
CI Investments Inc
Ontario, Canada
$310K -$986K -9,355 -78%
APP
707
Avantax Planning Partners
Iowa
$309K – – –
SW
708
SkyOak Wealth
Michigan
$308K – – –
RWA
709
River Wealth Advisors
Pennsylvania
$308K +$22.3K +212 +9%
AP
710
Appleton Partners
Massachusetts
$307K -$14.6K -139 -5%
SC
711
Searle & Co
Connecticut
$305K – – –
FC
712
FORA Capital
Florida
$303K +$203K +1,925 +263%
QCG
713
Quadrant Capital Group
Ohio
$300K -$27.4K -260 -9%
CAMG
714
CWA Asset Management Group
Florida
$299K +$948 +9 +0.3%
BCMO
715
Buckingham Capital Management (Ohio)
Ohio
$298K -$31.6K -300 -10%
TWA
716
TCI Wealth Advisors
Arizona
$296K -$1.48K -14 -0.5%
DCM
717
Donaldson Capital Management
Indiana
$293K +$316 +3 +0.1%
BW
718
Bison Wealth
Georgia
$293K +$3.48K +33 +1%
TU
719
TDAM USA
Ontario, Canada
$286K +$4.85K +46 +2%
OAM
720
Oberweis Asset Management
Illinois
$283K -$1.69K -16 -0.6%
9WM
721
9258 Wealth Management
Ohio
$279K +$9.27K +88 +4%
EWM
722
Empirical Wealth Management
Washington
$278K +$257K +2,436 New
BFEC
723
Benjamin F. Edwards & Company
Missouri
$277K +$10.5K +100 +4%
MLL
724
Moody Lynn & Lieberson
Massachusetts
$276K -$58.5K -555 -19%
WWM
725
Windsor Wealth Management
Indiana
$276K +$14.9K +141 +6%