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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
701
Welch & Forbes
Massachusetts
$621K – – –
CAM
702
Chesapeake Asset Management
New York
$621K +$34.5K +199 +7%
CCA
703
Checchi Capital Advisers
California
$619K +$27K +156 +5%
RMDI
704
R.M. Davis Inc
Maine
$617K – – –
WS
705
Wedbush Securities
California
$616K -$24.4K -141 -4%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$614K +$50.9K +294 +10%
ET
707
Equitable Trust
Tennessee
$608K – – –
EGM
708
Engineers Gate Manager
New York
$603K -$13.1M -75,759 -96%
UCB
709
United Community Bank
South Carolina
$602K -$4.5K -26 -0.8%
JFA
710
JNBA Financial Advisors
Minnesota
$602K – – –
JIC
711
Joel Isaacson & Co
New York
$596K +$18K +104 +3%
KCM
712
Kathmere Capital Management
Pennsylvania
$594K +$170K +984 +46%
BAM
713
Brave Asset Management
New Jersey
$591K +$4.33K +25 +0.8%
PFS
714
Prospera Financial Services
Texas
$585K -$84.7K -489 -14%
MWM
715
Modera Wealth Management
New Jersey
$582K -$4.5K -26 -0.8%
EH
716
Equitable Holdings
New York
$576K -$13.3K -77 -2%
GL
717
Graypoint LLC
New York
$576K +$107K +616 +26%
WCM
718
Weik Capital Management
Pennsylvania
$574K – – –
BTWM
719
Baker Tilly Wealth Management
Wisconsin
$573K -$160K -924 -24%
ACA
720
Aptus Capital Advisors
Alabama
$573K +$21.1K +122 +4%
SI
721
Saxon Interests
Texas
$572K +$520K +3,004 New
CBA
722
Coastal Bridge Advisors
Connecticut
$572K +$866 +5 +0.2%
T
723
TOBAM
France
$568K -$16.4K -95 -3%
PWLP
724
Prio Wealth Limited Partnership
Massachusetts
$566K +$21.5K +124 +4%
NS
725
NBC Securities
Alabama
$564K -$18.9K -109 -4%
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