TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
701
PFG Investments
New York
$832K -$5.29K -24 -0.7%
BWAM
702
Boyd Watterson Asset Management
Ohio
$828K – – –
CIA
703
Concurrent Investment Advisors
Florida
$825K +$178K +808 +30%
FPAS
704
Focus Partners Advisor Solutions
Missouri
$820K -$273K -1,237 -26%
WA
705
Win Advisors
Florida
$819K +$771K +3,499 New
MPPW
706
Mitchell & Pahl Private Wealth
Oklahoma
$818K -$15.7K -71 -2%
ACM
707
Aljian Capital Management
Nevada
$818K +$770K +3,494 New
PB
708
Pinnacle Bancorp
Nebraska
$817K – – –
JWBC
709
J.W. Burns & Co
New York
$808K – – –
FTWA
710
Fifth Third Wealth Advisors
Ohio
$808K +$105K +476 +16%
FNFDCM
711
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$800K -$115K -520 -13%
TWM
712
Tradition Wealth Management
Minnesota
$794K -$13.9K -63 -2%
WBCM
713
Wilson & Boucher Capital Management
California
$793K – – –
MAM
714
Madison Asset Management
Wisconsin
$792K -$49.2K -223 -6%
PWMAG
715
Pinnacle Wealth Management Advisory Group
New Jersey
$790K +$21.4K +97 +3%
WANY
716
Wealthspire Advisors (New York)
New York
$786K -$3.75K -17 -0.5%
SDJVC
717
St. Denis J. Villere & Co
Louisiana
$781K – – –
SC
718
Searle & Co
Connecticut
$774K -$220K -1,000 -23%
CNB
719
Camden National Bank
Maine
$766K -$1.1K -5 -0.2%
AAM
720
AR Asset Management
California
$764K – – –
QWP
721
Quotient Wealth Partners
Texas
$762K -$57.8K -262 -7%
RMDI
722
R.M. Davis Inc
Maine
$760K +$1.76K +8 +0.2%
GFP
723
Gryphon Financial Partners
Ohio
$759K +$107K +484 +18%
CWM
724
Connecticut Wealth Management
Connecticut
$756K -$58.9K -267 -8%
FFM
725
Fullerton Fund Management
Singapore
$756K +$308K +1,395 +76%
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