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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
726
Mayfair Advisory Group
Alabama
$411K -$135K -918 -25%
PWLP
727
Prio Wealth Limited Partnership
Massachusetts
$410K -$29.4K -200 -7%
CT
728
Cambridge Trust
Massachusetts
$409K -$1.62K -11 -0.4%
CAM
729
Cozad Asset Management
Illinois
$404K +$395K +2,689 New
FNBOSM
730
First National Bank of South Miami
Florida
$402K -$1.18K -8 -0.3%
SC
731
Searle & Co
Connecticut
$402K – – –
TWM
732
Tradition Wealth Management
Minnesota
$401K +$9.26K +63 +2%
MAM
733
Meeder Asset Management
Ohio
$401K +$112K +762 +40%
WCM
734
Weld Capital Management
New York
$401K +$392K +2,664 New
CC
735
Courier Capital
New York
$399K +$147 +1 +0%
FRM
736
Foundation Resource Management
Arkansas
$396K -$127K -866 -25%
WWM
737
Windsor Wealth Management
Indiana
$394K +$27.8K +189 +8%
MW
738
Marcum Wealth
Ohio
$394K +$149K +1,015 +63%
WJWM
739
Williams Jones Wealth Management
New York
$392K -$12.8K -87 -3%
PAS
740
Park Avenue Securities
New York
$392K +$107K +729 +39%
BDF
741
Balasa Dinverno & Foltz
$389K +$29.5K +201 +8%
DCM
742
Donaldson Capital Management
Indiana
$388K +$294 +2 +0.1%
LWM
743
Loveless Wealth Management
Montana
$388K +$115K +785 +44%
FMT
744
First Mercantile Trust
Tennessee
$387K +$3.53K +24 +0.9%
BIAS
745
Beacon Investment Advisory Services
New Jersey
$386K -$5.58K -38 -1%
LNC
746
Lincoln National Corp
Pennsylvania
$386K -$1.76K -12 -0.5%
SBIA
747
Sheaff Brock Investment Advisors
Indiana
$381K +$29.5K +201 +9%
SIM
748
Sentry Investment Management
Wisconsin
$380K -$1.77M -12,073 -83%
ECG
749
Edge Capital Group
Georgia
$380K +$588 +4 +0.2%
SFO
750
Stokes Family Office
Louisiana
$380K +$159K +1,083 +75%
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