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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
HighMark Wealth Management
Minnesota
$425K +$2.48K +16 +0.6%
GDP
702
Great Diamond Partners
Maine
$421K -$3.25K -21 -0.8%
WANY
703
Wealthspire Advisors (New York)
New York
$419K +$427K +2,758 New
Parallax Volatility Advisers
704
Parallax Volatility Advisers
California
$413K +$321K +2,075 +323%
CT
705
Cambridge Trust
Massachusetts
$410K -$1.55K -10 -0.4%
MAM
706
Meeder Asset Management
Ohio
$408K -$22.1K -143 -5%
SC
707
Searle & Co
Connecticut
$406K – – –
TWM
708
Tradition Wealth Management
Minnesota
$406K +$155 +1 +0%
FMTC
709
Farmers & Merchants Trust Company
California
$405K – – –
GP
710
Girard Partners
Pennsylvania
$404K -$72.8K -470 -15%
FCA
711
FinTrust Capital Advisors
South Carolina
$404K +$28.5K +184 +7%
ABC
712
Associated Banc-Corp
Wisconsin
$402K – – –
CC
713
Courier Capital
New York
$398K – – –
SWM
714
Sugarloaf Wealth Management
Georgia
$398K +$175K +1,132 +76%
ECG
715
Edge Capital Group
Georgia
$397K +$91.2K +589 +29%
SSG
716
Summit Securities Group
New York
$396K +$403K +2,602 New
AP
717
Appleton Partners
Massachusetts
$394K – – –
Fayez Sarofim & Co
718
Fayez Sarofim & Co
Texas
$393K – – –
DCM
719
Donaldson Capital Management
Indiana
$392K – – –
OIA
720
OneDigital Investment Advisors
Kansas
$389K +$35.6K +230 +10%
LFAS
721
Level Four Advisory Services
Texas
$386K +$110K +708 +39%
QTM
722
qPULA Trading Management
New York
$385K +$392K +2,531 New
WS
723
Wedbush Securities
California
$383K -$34.5K -223 -8%
SWM
724
SeaCrest Wealth Management
New York
$380K +$10.5K +68 +3%
PNC
725
Park National Corp
Ohio
$379K -$18.6K -120 -5%