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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
726
FMA Advisory
Pennsylvania
$469K -$30.1K -209 -6%
WF
727
Welch & Forbes
Massachusetts
$469K – – –
SVWAG
728
Sound View Wealth Advisors Group
Georgia
$462K +$445K +3,087 New
CIA
729
Capital Investment Advisors
Georgia
$461K +$444K +3,082 New
HC
730
Henshaw Capital
Massachusetts
$460K +$2.45K +17 +0.6%
GWS
731
Glassman Wealth Services
Virginia
$459K +$16.4K +114 +4%
ERIM
732
Eagle Ridge Investment Management
Connecticut
$458K -$18K -125 -4%
FI
733
FormulaFolio Investments
Michigan
$458K -$13K -90 -3%
VWA
734
V Wealth Advisors
Kansas
$458K +$206K +1,430 +87%
RMDI
735
R.M. Davis Inc
Maine
$456K -$14.4K -100 -3%
SW
736
SVB Wealth
Massachusetts
$455K -$419K -2,908 -49%
WIC
737
Woodmont Investment Counsel
Tennessee
$454K +$21.6K +150 +5%
PMG
738
ProVise Management Group
Florida
$451K +$58.4K +405 +15%
CAM
739
Columbia Asset Management
Michigan
$450K – – –
FTC
740
Farmers Trust Company
Ohio
$448K -$73.4K -509 -15%
P
741
Pitcairn
Pennsylvania
$447K +$7.5K +52 +2%
MFG
742
Merit Financial Group
Georgia
$439K +$24.9K +173 +6%
BDF
743
Balasa Dinverno & Foltz
$436K -$1.3K -9 -0.3%
QCG
744
Quadrant Capital Group
Ohio
$433K +$48.7K +338 +13%
VFA
745
Valeo Financial Advisors
Indiana
$432K -$288 -2 -0.1%
JIC
746
Johnson Investment Counsel
Ohio
$429K -$118K -821 -22%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$428K – – –
CCA
748
Checchi Capital Advisers
California
$425K -$1.15K -8 -0.3%
AP
749
Appleton Partners
Massachusetts
$425K +$21.6K +150 +6%
TFS
750
Thoroughbred Financial Services
Tennessee
$424K +$45.9K +318 +13%
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30
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