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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
701
Brave Asset Management
New Jersey
$521K – – –
BWP
702
Baldwin Wealth Partners
Massachusetts
$517K – – –
HNW
703
High Note Wealth
Minnesota
$516K – – –
HIM
704
Hillsdale Investment Management
Ontario, Canada
$516K +$530K +3,050 New
MW
705
Marcum Wealth
Ohio
$511K +$23.8K +137 +5%
LNC
706
Lincoln National Corp
Pennsylvania
$510K -$1.23M -7,058 -70%
APA
707
American Portfolios Advisors
New York
$510K +$12K +69 +2%
SW
708
SkyOak Wealth
Michigan
$509K – – –
PWMAG
709
Pinnacle Wealth Management Advisory Group
New Jersey
$507K +$53.2K +306 +11%
GIP
710
Granite Investment Partners
California
$507K +$521K +3,000 New
QCG
711
Quadrant Capital Group
Ohio
$506K +$4.52K +26 +0.9%
CCA
712
Checchi Capital Advisers
California
$501K -$153K -883 -22%
CHAM
713
Clear Harbor Asset Management
Connecticut
$500K +$514K +2,956 New
BONH
714
Bank of New Hampshire
New Hampshire
$499K -$2.09K -12 -0.4%
DBT
715
Dubuque Bank & Trust
Iowa
$499K – – –
SIA
716
Schechter Investment Advisors
Michigan
$499K +$180K +1,034 +54%
WPW
717
Waldron Private Wealth
Pennsylvania
$498K +$14.4K +83 +3%
PVH
718
Psagot Value Holdings
Israel
$497K -$130K -750 -20%
ET
719
Equitable Trust
Tennessee
$497K – – –
AWM
720
Aries Wealth Management
Maine
$494K +$507K +2,919 New
LCM
721
Lewis Capital Management
California
$490K – – –
SIG
722
Sky Investment Group
Connecticut
$490K – – –
SFS
723
Stiles Financial Services
Minnesota
$490K +$1.74K +10 +0.3%
APP
724
Alpha Paradigm Partners
Illinois
$486K +$462K +2,656 +1,235%
LNB
725
Ledyard National Bank
$483K -$4K -23 -0.8%
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