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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Doyle Wealth Management
Florida
$347K +$27.2K +212 +9%
PWMAG
727
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$25.7K -200 -8%
WWM
728
Windsor Wealth Management
Indiana
$342K -$642 -5 -0.2%
RWA
729
River Wealth Advisors
Pennsylvania
$340K -$25.7K -200 -8%
MLL
730
Moody Lynn & Lieberson
Massachusetts
$340K – – –
AssetMark Inc
731
AssetMark Inc
California
$339K -$3.85K -30 -1%
MCC
732
Money Concepts Capital
Florida
$336K +$308K +2,395 New
BDF
733
Balasa Dinverno & Foltz
$335K +$36.9K +287 +14%
HNW
734
High Note Wealth
Minnesota
$335K +$307K +2,388 New
WQ
735
Wealth Quarterback
New Jersey
$332K -$450K -3,505 -60%
PMFA
736
Plante Moran Financial Advisors
Michigan
$332K +$295K +2,300 +3,594%
UWM
737
Urban Wealth Management
California
$332K +$304K +2,367 New
SBIA
738
Sheaff Brock Investment Advisors
Indiana
$328K -$3.01M -23,441 -91%
Old National Bancorp
739
Old National Bancorp
Indiana
$325K -$1.28K -10 -0.4%
FI
740
FormulaFolio Investments
Michigan
$324K +$296K +2,307 New
CGL
741
Clarius Group LLC
Washington
$322K +$294K +2,292 New
AP
742
Appleton Partners
Massachusetts
$318K -$24K -187 -8%
Stock Yards Bank & Trust
743
Stock Yards Bank & Trust
Kentucky
$315K -$61K -475 -17%
VWA
744
V Wealth Advisors
Kansas
$314K +$287K +2,237 New
SNS Financial Group
745
SNS Financial Group
Minnesota
$313K -$8.73K -68 -3%
MBTD
746
Mechanics Bank - Trust Department
California
$313K – – –
HC
747
Henshaw Capital
Massachusetts
$312K +$1.67K +13 +0.6%
EP
748
Eudaimonia Partners
Tennessee
$311K +$2.31K +18 +0.8%
MCWS
749
McKinley Carter Wealth Services
West Virginia
$311K +$35.1K +273 +14%
Boston Trust Walden
750
Boston Trust Walden
Massachusetts
$310K – – –