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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Williams Jones Wealth Management
701
Williams Jones Wealth Management
New York
$378K -$264K -2,052 -43%
GDP
702
Great Diamond Partners
Maine
$377K +$14.1K +110 +4%
FNBOSM
703
First National Bank of South Miami
Florida
$376K -$12.8K -100 -4%
SC
704
Searle & Co
Connecticut
$375K – – –
CC
705
Courier Capital
New York
$372K – – –
Quadrant Capital Group
706
Quadrant Capital Group
Ohio
$370K -$23.1K -180 -6%
OneDigital Investment Advisors
707
OneDigital Investment Advisors
Kansas
$369K +$385 +3 +0.1%
Empirical Finance
708
Empirical Finance
Pennsylvania
$367K +$58.2K +453 +21%
BIAS
709
Beacon Investment Advisory Services
New Jersey
$365K -$36.9K -287 -10%
TWM
710
Tradition Wealth Management
Minnesota
$365K +$334K +2,603 New
M1FG
711
Mach-1 Financial Group
Arkansas
$363K +$332K +2,587 New
Krane Funds Advisors
712
Krane Funds Advisors
New York
$363K +$332K +2,589 New
Donaldson Capital Management
713
Donaldson Capital Management
Indiana
$362K +$385 +3 +0.1%
Lincoln National Corp
714
Lincoln National Corp
Pennsylvania
$361K -$9.76K -76 -3%
Ossiam
715
Ossiam
France
$358K +$58.7K +457 +22%
FMT
716
First Mercantile Trust
Tennessee
$357K +$128 +1 +0%
OQS
717
Occudo Quantitative Strategies
Florida
$357K +$327K +2,545 New
Penserra Capital Management
718
Penserra Capital Management
California
$355K +$42.8K +333 +15%
BCMO
719
Buckingham Capital Management (Ohio)
Ohio
$355K +$324K +2,526 New
Modera Wealth Management
720
Modera Wealth Management
New Jersey
$355K +$325K +2,530 New
ECG
721
Edge Capital Group
Georgia
$354K -$312K -2,432 -49%
Oberweis Asset Management
722
Oberweis Asset Management
Illinois
$349K +$385 +3 +0.1%
PHK
723
Point72 Hong Kong
Hong Kong
$349K +$319K +2,486 New
CPO
724
Cerity Partners OCIO
New York
$348K -$10.7K -83 -3%
Wilmington Savings Fund Society
725
Wilmington Savings Fund Society
Delaware
$348K – – –