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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Searle & Co
Connecticut
$375K – – –
CC
702
Courier Capital
New York
$372K – – –
QCG
703
Quadrant Capital Group
Ohio
$370K -$23.1K -180 -6%
OIA
704
OneDigital Investment Advisors
Kansas
$369K +$385 +3 +0.1%
EF
705
Empirical Finance
Pennsylvania
$367K +$58.2K +453 +21%
BIAS
706
Beacon Investment Advisory Services
New Jersey
$365K -$36.9K -287 -10%
TWM
707
Tradition Wealth Management
Minnesota
$365K +$334K +2,603 New
M1FG
708
Mach-1 Financial Group
Arkansas
$363K +$332K +2,587 New
KFA
709
Krane Funds Advisors
New York
$363K +$332K +2,589 New
DCM
710
Donaldson Capital Management
Indiana
$362K +$385 +3 +0.1%
LNC
711
Lincoln National Corp
Pennsylvania
$361K -$9.76K -76 -3%
O
712
Ossiam
France
$358K +$58.7K +457 +22%
FMT
713
First Mercantile Trust
Tennessee
$357K +$128 +1 +0%
OQS
714
Occudo Quantitative Strategies
Florida
$357K +$327K +2,545 New
PCM
715
Penserra Capital Management
California
$355K +$42.8K +333 +15%
BCMO
716
Buckingham Capital Management (Ohio)
Ohio
$355K +$324K +2,526 New
MWM
717
Modera Wealth Management
New Jersey
$355K +$325K +2,530 New
ECG
718
Edge Capital Group
Georgia
$354K -$312K -2,432 -49%
OAM
719
Oberweis Asset Management
Illinois
$349K +$385 +3 +0.1%
PHK
720
Point72 Hong Kong
Hong Kong
$349K +$319K +2,486 New
CPO
721
Cerity Partners OCIO
New York
$348K -$10.7K -83 -3%
WSFS
722
Wilmington Savings Fund Society
Delaware
$348K – – –
DWM
723
Doyle Wealth Management
Florida
$347K +$27.2K +212 +9%
PWMAG
724
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$25.7K -200 -8%
WWM
725
Windsor Wealth Management
Indiana
$342K -$642 -5 -0.2%
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