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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
726
IMA Advisory Services
Colorado
$392K -$309K -2,356 -42%
ET
727
Equitable Trust
Tennessee
$392K +$420K +3,207 New
CF
728
Copperwynd Financial
Arizona
$391K +$9.96K +76 +2%
CCA
729
Checchi Capital Advisers
California
$390K +$4.06K +31 +1%
DCM
730
Dupont Capital Management
Delaware
$389K -$1.09M -8,345 -72%
BP
731
Ballentine Partners
Massachusetts
$389K +$6.42K +49 +2%
PAM
732
Peak Asset Management
Colorado
$387K -$3.27K -25 -0.8%
BCM
733
Becker Capital Management
Oregon
$386K -$5.76K -44 -1%
1IA
734
1834 Investment Advisors
Wisconsin
$380K -$70.3K -537 -15%
PAS
735
Partnervest Advisory Services
California
$377K – – –
AB
736
AT Bancorp
Iowa
$377K +$30.1K +230 +8%
IA
737
IFG Advisory
Georgia
$376K +$13.5K +103 +3%
BWM
738
Buckley Wealth Management
Nevada
$373K -$88.2K -673 -18%
TNB
739
Thomasville National Bank
Georgia
$371K +$40.3K +308 +11%
JIC
740
Joel Isaacson & Co
New York
$370K – – –
FA
741
FMA Advisory
Pennsylvania
$370K +$1.44K +11 +0.4%
BAS
742
Brown Advisory Securities
Maryland
$370K +$117K +890 +42%
CBT
743
Capital Bank & Trust
California
$369K -$33.1K -253 -8%
HIM
744
Hillsdale Investment Management
Ontario, Canada
$369K +$394K +3,005 +20,033%
HC
745
Henshaw Capital
Massachusetts
$367K +$2.1K +16 +0.5%
SWM
746
SeaCrest Wealth Management
New York
$367K -$22.5K -172 -5%
RWA
747
River Wealth Advisors
Pennsylvania
$366K – – –
DCM
748
Donaldson Capital Management
Indiana
$365K -$141K -1,075 -26%
PWMAG
749
Pinnacle Wealth Management Advisory Group
New Jersey
$361K -$65.5K -500 -14%
BA
750
Boston Advisors
Massachusetts
$358K – – –
28 29
30
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