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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
701
Tudor Financial
Ohio
$1.01M – – –
HSA
702
Hussman Strategic Advisors
Maryland
$1.01M +$1.05M +4,200 New
ZB
703
Zions Bancorporation
Utah
$1.01M +$341K +1,364 +48%
TL
704
Tradewinds LLC
North Carolina
$1M +$1.04M +4,164 New
IA
705
IFC Advisors
California
$992K +$1.03M +4,119 New
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$987K +$87.6K +351 +9%
VRM
707
Vectors Research Management
New York
$983K +$1.25K +5 +0.1%
FWM
708
Forza Wealth Management
Florida
$981K – – –
QCG
709
Quadrant Capital Group
Ohio
$967K +$5.74K +23 +0.6%
AAM
710
Aureus Asset Management
Massachusetts
$967K -$31.2K -125 -3%
SCM
711
Sterneck Capital Management
Missouri
$964K – – –
DC
712
Davenport & Co
Virginia
$962K +$104K +417 +12%
YIM
713
Yoffe Investment Management
Pennsylvania
$960K +$995K +3,987 New
CF
714
Copperwynd Financial
Arizona
$953K -$18.2K -73 -2%
NFSG
715
Newbridge Financial Services Group
Florida
$947K +$243K +972 +33%
FW
716
FullCircle Wealth
Texas
$945K -$36.7K -147 -4%
FTWA
717
Fifth Third Wealth Advisors
Ohio
$943K +$116K +464 +13%
ETC
718
Exchange Traded Concepts
Oklahoma
$940K +$15.7K +63 +2%
MFIM
719
Mesirow Financial Investment Management
Illinois
$937K +$486K +1,947 +100%
WA
720
Waverly Advisors
Alabama
$936K +$295K +1,181 +44%
MCC
721
Money Concepts Capital
Florida
$935K +$9.49K +38 +1%
1NWS
722
1 North Wealth Services
Maryland
$933K +$967K +3,874 New
QIM
723
Quantitative Investment Management
Virginia
$931K +$965K +3,865 New
P
724
Pitcairn
Pennsylvania
$931K +$39.4K +158 +4%
CTC
725
Central Trust Company
Missouri
$927K +$54.7K +219 +6%
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