We are live on ! Find out more
TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
726
River Wealth Advisors
Pennsylvania
$340K -$25.7K -200 -8%
MLL
727
Moody Lynn & Lieberson
Massachusetts
$340K
AssetMark Inc
728
AssetMark Inc
California
$339K -$3.85K -30 -1%
MCC
729
Money Concepts Capital
Florida
$336K +$308K +2,395 New
BDF
730
Balasa Dinverno & Foltz
$335K +$36.9K +287 +14%
HNW
731
High Note Wealth
Minnesota
$335K +$307K +2,388 New
WQ
732
Wealth Quarterback
New Jersey
$332K -$450K -3,505 -60%
PMFA
733
Plante Moran Financial Advisors
Michigan
$332K +$295K +2,300 +3,594%
UWM
734
Urban Wealth Management
California
$332K +$304K +2,367 New
SBIA
735
Sheaff Brock Investment Advisors
Indiana
$328K -$3.01M -23,441 -91%
ONB
736
Old National Bancorp
Indiana
$325K -$1.28K -10 -0.4%
FI
737
FormulaFolio Investments
Michigan
$324K +$296K +2,307 New
CGL
738
Clarius Group LLC
Washington
$322K +$294K +2,292 New
AP
739
Appleton Partners
Massachusetts
$318K -$24K -187 -8%
SYBT
740
Stock Yards Bank & Trust
Kentucky
$315K -$61K -475 -17%
VWA
741
V Wealth Advisors
Kansas
$314K +$287K +2,237 New
SFG
742
SNS Financial Group
Minnesota
$313K -$8.73K -68 -3%
MBTD
743
Mechanics Bank - Trust Department
California
$313K
HC
744
Henshaw Capital
Massachusetts
$312K +$1.67K +13 +0.6%
EP
745
Eudaimonia Partners
Tennessee
$311K +$2.31K +18 +0.8%
MCWS
746
McKinley Carter Wealth Services
West Virginia
$311K +$35.1K +273 +14%
BTW
747
Boston Trust Walden
Massachusetts
$310K
TFS
748
TrustCore Financial Services
Tennessee
$310K
FCBT
749
First Citizens Bank & Trust
North Carolina
$308K -$242K -1,887 -46%
TWA
750
TCI Wealth Advisors
Arizona
$307K -$53K -413 -16%