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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WF
701
Welch & Forbes
Massachusetts
$495K – – –
PFS
702
Prospera Financial Services
Texas
$493K -$176K -1,127 -26%
MMA
703
Miracle Mile Advisors
California
$487K +$42.5K +272 +10%
SW
704
SkyOak Wealth
Michigan
$483K +$15.3K +98 +3%
VI
705
Vestcor Inc
New Brunswick, Canada
$482K -$98.1K -628 -17%
BAM
706
Brave Asset Management
New Jersey
$482K – – –
CBA
707
Coastal Bridge Advisors
Connecticut
$480K +$165K +1,056 +50%
BWP
708
Baldwin Wealth Partners
Massachusetts
$478K – – –
HNW
709
High Note Wealth
Minnesota
$477K – – –
EFA
710
Evernest Financial Advisors
Indiana
$475K +$346K +2,215 New
TCMP
711
Thrive Capital Management (Pennsylvania)
Pennsylvania
$474K -$442K -2,828 -48%
FNBSF
712
First National Bank Sioux Falls
South Dakota
$474K +$474K +3,031 New
CCM
713
Carlson Capital Management
Minnesota
$472K +$32.2K +206 +7%
SFA
714
Sequoia Financial Advisors
Ohio
$472K +$471K +3,016 New
TI
715
Tidal Investments
Wisconsin
$469K +$90.9K +582 +24%
SI
716
Saxon Interests
Texas
$468K +$448K +2,867 New
CSB
717
City State Bank
Iowa
$467K +$467K +2,987 New
LNB
718
Ledyard National Bank
$463K -$11.4K -73 -2%
FCA
719
FinTrust Capital Advisors
South Carolina
$463K +$47.3K +303 +11%
DBT
720
Dubuque Bank & Trust
Iowa
$462K -$15.2K -97 -3%
BONH
721
Bank of New Hampshire
New Hampshire
$460K -$18.8K -120 -4%
ET
722
Equitable Trust
Tennessee
$460K – – –
MF
723
Magnetar Financial
Illinois
$458K +$458K +2,930 New
CHAM
724
Clear Harbor Asset Management
Connecticut
$457K -$61.7K -395 -12%
AWM
725
Aries Wealth Management
Maine
$457K – – –