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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
701
Boyd Watterson Asset Management
Ohio
$828K – – –
CIA
702
Concurrent Investment Advisors
Florida
$825K +$178K +808 +30%
FPAS
703
Focus Partners Advisor Solutions
Missouri
$820K -$273K -1,237 -26%
WA
704
Win Advisors
Florida
$819K +$771K +3,499 New
MPPW
705
Mitchell & Pahl Private Wealth
Oklahoma
$818K -$15.7K -71 -2%
ACM
706
Aljian Capital Management
Nevada
$818K +$770K +3,494 New
PB
707
Pinnacle Bancorp
Nebraska
$817K – – –
JWBC
708
J.W. Burns & Co
New York
$808K – – –
FTWA
709
Fifth Third Wealth Advisors
Ohio
$808K +$105K +476 +16%
FNFDCM
710
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$800K -$115K -520 -13%
TWM
711
Tradition Wealth Management
Minnesota
$794K -$13.9K -63 -2%
WBCM
712
Wilson & Boucher Capital Management
California
$793K – – –
MAM
713
Madison Asset Management
Wisconsin
$792K -$49.2K -223 -6%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$790K +$21.4K +97 +3%
WANY
715
Wealthspire Advisors (New York)
New York
$786K -$3.75K -17 -0.5%
SDJVC
716
St. Denis J. Villere & Co
Louisiana
$781K – – –
SC
717
Searle & Co
Connecticut
$774K -$220K -1,000 -23%
CNB
718
Camden National Bank
Maine
$766K -$1.1K -5 -0.2%
AAM
719
AR Asset Management
California
$764K – – –
QWP
720
Quotient Wealth Partners
Texas
$762K -$57.8K -262 -7%
RMDI
721
R.M. Davis Inc
Maine
$760K +$1.76K +8 +0.2%
GFP
722
Gryphon Financial Partners
Ohio
$759K +$107K +484 +18%
CWM
723
Connecticut Wealth Management
Connecticut
$756K -$58.9K -267 -8%
FFM
724
Fullerton Fund Management
Singapore
$756K +$308K +1,395 +76%
JIC
725
Joel Isaacson & Co
New York
$748K -$1.98K -9 -0.3%
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