We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
726
HBK Sorce Advisory
Pennsylvania
$437K +$426K +3,225 New
MIM
727
Marco Investment Management
Georgia
$434K – – –
GWM
728
Geneos Wealth Management
Colorado
$433K +$64.3K +487 +18%
CCA
729
Checchi Capital Advisers
California
$431K +$11K +83 +3%
LOAME
730
Lombard Odier Asset Management (Europe)
United Kingdom
$429K -$73.5K -557 -15%
RWA
731
River Wealth Advisors
Pennsylvania
$428K +$14.6K +111 +4%
CSS
732
Cubist Systematic Strategies
Connecticut
$426K -$1.8M -13,657 -81%
BP
733
Ballentine Partners
Massachusetts
$426K -$17.7K -134 -4%
TWA
734
TCI Wealth Advisors
Arizona
$424K +$4.62K +35 +1%
BCM
735
Becker Capital Management
Oregon
$424K +$413K +3,128 New
SWM
736
SeaCrest Wealth Management
New York
$424K +$413K +3,128 New
PTC
737
Private Trust Company
Ohio
$420K +$51.1K +387 +14%
BCM
738
Breiter Capital Management
Florida
$419K +$408K +3,090 New
AF
739
Advisornet Financial
Minnesota
$419K +$408K +3,093 New
PA
740
Parallel Advisors
California
$413K -$48.3K -366 -11%
APP
741
Avantax Planning Partners
Iowa
$411K -$42.2K -320 -10%
OAM
742
Oberweis Asset Management
Illinois
$410K -$30.9K -234 -7%
JIC
743
Joel Isaacson & Co
New York
$410K – – –
BO
744
Bank OZK
Arkansas
$409K – – –
FA
745
FMA Advisory
Pennsylvania
$408K +$58.6K +444 +17%
WI
746
Wedgewood Investors
Pennsylvania
$405K -$132 -1 -0%
HC
747
Henshaw Capital
Massachusetts
$403K – – –
BA
748
Boston Advisors
Massachusetts
$397K -$3.3K -25 -0.8%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$395K +$14K +106 +4%
AWM
750
Altium Wealth Management
New York
$395K +$384K +2,907 New
28 29
30
31 32