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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Procyon Advisors
Connecticut
$1.39M +$70.9K +252 +6%
CWM
702
Calamos Wealth Management
Illinois
$1.38M +$84.2K +299 +7%
GWM
703
Geneos Wealth Management
Colorado
$1.38M – – –
MYIA
704
Mount Yale Investment Advisors
Colorado
$1.38M -$271K -963 -17%
RBWA
705
RFG - Bristol Wealth Advisors
Massachusetts
$1.37M +$3.94K +14 +0.3%
CRI
706
Commonwealth Retirement Investments
Virginia
$1.36M +$23.1K +82 +2%
FFM
707
Forum Financial Management
Illinois
$1.34M -$6.47K -23 -0.5%
IA
708
IFC Advisors
California
$1.34M +$144K +510 +12%
TFA
709
Transamerica Financial Advisors
Florida
$1.34M +$11.8K +42 +0.9%
FNBT
710
FineMark National Bank & Trust
Florida
$1.34M -$2.81K -10 -0.2%
FT
711
Fiduciary Trust
Massachusetts
$1.34M -$470K -1,671 -27%
DM
712
Delphi Management
Massachusetts
$1.33M +$1.3M +4,603 New
WIA
713
World Investment Advisors
California
$1.33M +$512K +1,820 +66%
ZBNA
714
Zions Bancorporation, National Association
Utah
$1.33M +$117K +414 +10%
BAM
715
Belpointe Asset Management
Nevada
$1.32M -$563K -1,999 -31%
B
716
Bailard
California
$1.32M +$9.01K +32 +0.7%
JFA
717
JNBA Financial Advisors
Minnesota
$1.31M +$305K +1,082 +32%
AP
718
Americana Partners
Texas
$1.3M +$1.26M +4,481 New
CIP
719
Convergence Investment Partners
Florida
$1.29M -$209K -743 -14%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$1.29M -$28.1K -100 -2%
ONB
721
Old National Bancorp
Indiana
$1.28M -$170K -603 -12%
IAMOG
722
Investors Asset Management of Georgia
Georgia
$1.26M – – –
HSA
723
HBK Sorce Advisory
Pennsylvania
$1.25M -$7.88K -28 -0.7%
HDIM
724
Hanson & Doremus Investment Management
Vermont
$1.25M -$140K -497 -10%
AFG
725
Atomi Financial Group
New York
$1.25M +$76.8K +273 +7%
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