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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
701
Joel Isaacson & Co
New York
$459K – – –
TNA
702
True North Advisors
Texas
$458K – – –
LNB
703
Ledyard National Bank
$456K – – –
APA
704
American Portfolios Advisors
New York
$453K -$12.5K -85 -3%
PNC
705
Park National Corp
Ohio
$451K -$6.76K -46 -2%
QCG
706
Quadrant Capital Group
Ohio
$451K +$52.8K +359 +14%
DBT
707
Dubuque Bank & Trust
Iowa
$448K -$5.14K -35 -1%
TI
708
Tidal Investments
Wisconsin
$447K +$176K +1,197 +67%
HI
709
Harbour Investments
Wisconsin
$447K +$437K +2,972 New
CAM
710
Columbia Asset Management
Michigan
$437K – – –
WS
711
Wedbush Securities
California
$437K +$11.5K +78 +3%
HB
712
Homrich & Berg
Georgia
$434K +$2.94K +20 +0.7%
CCM
713
Carlson Capital Management
Minnesota
$431K -$17.1K -116 -4%
KFA
714
Krane Funds Advisors
New York
$430K +$39.4K +268 +10%
KS
715
Karpas Strategies
Connecticut
$427K – – –
SW
716
SkyOak Wealth
Michigan
$426K – – –
HNW
717
High Note Wealth
Minnesota
$426K +$65.7K +447 +19%
GDP
718
Great Diamond Partners
Maine
$425K +$20.1K +137 +5%
FMTC
719
Farmers & Merchants Trust Company
California
$423K -$4.12K -28 -1%
HWM
720
HighMark Wealth Management
Minnesota
$421K -$294 -2 -0.1%
SWM
721
Salvus Wealth Management
New Jersey
$419K -$6.61K -45 -2%
RSWM
722
Robertson Stephens Wealth Management
California
$419K +$410K +2,788 New
MCC
723
Money Concepts Capital
Florida
$417K +$55.4K +377 +16%
WPW
724
Waldron Private Wealth
Pennsylvania
$414K +$130K +882 +47%
MMA
725
Miracle Mile Advisors
California
$413K -$1.91K -13 -0.5%
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