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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
APP
726
Avantax Planning Partners
Iowa
$282K -$10.9K -95 -4%
TWA
727
TCI Wealth Advisors
Arizona
$282K +$803 +7 +0.3%
DCM
728
Donaldson Capital Management
Indiana
$279K +$459 +4 +0.2%
GDP
729
Great Diamond Partners
Maine
$279K +$75.6K +659 +34%
CPO
730
Cerity Partners OCIO
New York
$277K +$61K +532 +26%
WSFS
731
Wilmington Savings Fund Society
Delaware
$269K -$34.4K -300 -11%
OAM
732
Oberweis Asset Management
Illinois
$269K +$344 +3 +0.1%
AP
733
Appleton Partners
Massachusetts
$265K -$27.7K -242 -9%
TU
734
TDAM USA
Ontario, Canada
$265K -$8.83K -77 -3%
SWM
735
Sugarloaf Wealth Management
Georgia
$264K -$894K -7,800 -76%
AssetMark Inc
736
AssetMark Inc
California
$264K +$36.9K +322 +15%
BAM
737
Blueshift Asset Management
New Jersey
$264K +$279K +2,437 New
WTB
738
Washington Trust Bank
Washington
$262K -$66.7K -582 -19%
MLL
739
Moody Lynn & Lieberson
Massachusetts
$262K
FFS
740
Founders Financial Securities
Maryland
$259K +$32.3K +282 +13%
MAFM
741
Mid Atlantic Financial Management
Pennsylvania
$255K -$15.2K -133 -7%
FGA
742
Fortis Group Advisors
New Jersey
$254K +$270K +2,352 New
ONB
743
Old National Bancorp
Indiana
$252K -$248K -2,162 -48%
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
$250K -$73.3K -639 -22%
ERIM
745
Eagle Ridge Investment Management
Connecticut
$249K
SFG
746
SNS Financial Group
Minnesota
$248K
LJAC
747
L.J. Altfest & Co
New York
$247K +$459 +4 +0.2%
IA
748
Independence Advisors
Pennsylvania
$246K
WIP
749
Wellesley Investment Partners
Massachusetts
$245K -$55.4K -483 -18%
DWM
750
Doyle Wealth Management
Florida
$244K +$35.8K +312 +16%