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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
726
Marco Investment Management
Georgia
$405K – – –
CCA
727
Checchi Capital Advisers
California
$395K -$26.8K -218 -7%
FNT
728
First Nebraska Trust
Nebraska
$391K – – –
TWA
729
TCI Wealth Advisors
Arizona
$384K +$3.57K +29 +1%
SCA
730
Sippican Capital Advisors
Massachusetts
$380K – – –
WI
731
Wedgewood Investors
Pennsylvania
$378K – – –
BIAS
732
Beacon Investment Advisory Services
New Jersey
$373K -$39.4K -320 -10%
BA
733
Boston Advisors
Massachusetts
$373K – – –
RWA
734
River Wealth Advisors
Pennsylvania
$372K +$12.4K +101 +4%
NFG
735
Next Financial Group
Texas
$371K +$40.1K +326 +13%
AB
736
AT Bancorp
Iowa
$368K – – –
TNB
737
Thomasville National Bank
Georgia
$366K -$9.48K -77 -3%
GWM
738
Geneos Wealth Management
Colorado
$362K -$2.22K -18 -0.6%
SC
739
Searle & Co
Connecticut
$360K – – –
CG
740
Caprock Group
Idaho
$359K +$349K +2,837 New
LA
741
Lucus Advisors
New York
$358K -$68.9K -560 -17%
NFP
742
Narus Financial Partners
Utah
$356K +$123 +1 +0%
SFG
743
SNS Financial Group
Minnesota
$353K – – –
SPIA
744
Steward Partners Investment Advisory
New York
$352K -$11.3K -92 -3%
PTC
745
Private Trust Company
Ohio
$352K +$50K +406 +17%
HB
746
Homrich & Berg
Georgia
$351K – – –
PFBT
747
Parkside Financial Bank & Trust
Missouri
$350K +$4.18K +34 +1%
SC
748
SouthState Corp
Florida
$346K +$84.3K +685 +33%
PFO
749
Pathstone Family Office
New Jersey
$344K -$45.7K -371 -12%
WP
750
WMS Partners
Maryland
$344K +$31.1K +253 +10%
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