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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
701
Vestcor Inc
New Brunswick, Canada
$482K -$98.1K -628 -17%
BAM
702
Brave Asset Management
New Jersey
$482K – – –
CBA
703
Coastal Bridge Advisors
Connecticut
$480K +$165K +1,056 +50%
BWP
704
Baldwin Wealth Partners
Massachusetts
$478K – – –
HNW
705
High Note Wealth
Minnesota
$477K – – –
EFA
706
Evernest Financial Advisors
Indiana
$475K +$346K +2,215 New
TCMP
707
Thrive Capital Management (Pennsylvania)
Pennsylvania
$474K -$442K -2,828 -48%
FNBSF
708
First National Bank Sioux Falls
South Dakota
$474K +$474K +3,031 New
CCM
709
Carlson Capital Management
Minnesota
$472K +$32.2K +206 +7%
SFA
710
Sequoia Financial Advisors
Ohio
$472K +$471K +3,016 New
TI
711
Tidal Investments
Wisconsin
$469K +$90.9K +582 +24%
SI
712
Saxon Interests
Texas
$468K +$448K +2,867 New
CSB
713
City State Bank
Iowa
$467K +$467K +2,987 New
LNB
714
Ledyard National Bank
$463K -$11.4K -73 -2%
FCA
715
FinTrust Capital Advisors
South Carolina
$463K +$47.3K +303 +11%
DBT
716
Dubuque Bank & Trust
Iowa
$462K -$15.2K -97 -3%
BONH
717
Bank of New Hampshire
New Hampshire
$460K -$18.8K -120 -4%
ET
718
Equitable Trust
Tennessee
$460K – – –
MF
719
Magnetar Financial
Illinois
$458K +$458K +2,930 New
CHAM
720
Clear Harbor Asset Management
Connecticut
$457K -$61.7K -395 -12%
AWM
721
Aries Wealth Management
Maine
$457K – – –
LCM
722
Lewis Capital Management
California
$453K +$453K +2,899 New
WWM
723
Windsor Wealth Management
Indiana
$452K -$6.25K -40 -1%
MAG
724
Mayfair Advisory Group
Alabama
$450K -$16.4K -105 -4%
BBA
725
BLB&B Advisors
Pennsylvania
$446K -$51.4K -329 -10%
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