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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
726
Prio Wealth Limited Partnership
Massachusetts
$445K – – –
QCG
727
Quadrant Capital Group
Ohio
$444K -$63K -403 -12%
KS
728
Karpas Strategies
Connecticut
$444K – – –
MW
729
Marcum Wealth
Ohio
$443K -$7.66K -49 -2%
GDP
730
Great Diamond Partners
Maine
$443K +$8.75K +56 +2%
KWM
731
Kingsview Wealth Management
Oregon
$441K +$440K +2,816 New
WPW
732
Waldron Private Wealth
Pennsylvania
$439K +$1.09K +7 +0.2%
HWM
733
HighMark Wealth Management
Minnesota
$439K +$2.34K +15 +0.5%
NWM
734
Northcape Wealth Management
New York
$438K +$438K +2,800 New
LNC
735
Lincoln National Corp
Pennsylvania
$435K -$4.06K -26 -0.9%
SFS
736
Stiles Financial Services
Minnesota
$427K +$427K +2,731 New
PWMAG
737
Pinnacle Wealth Management Advisory Group
New Jersey
$421K +$46.9K +300 +13%
TWM
738
Tradition Wealth Management
Minnesota
$419K +$1.25K +8 +0.3%
DWT
739
Dorsey & Whitney Trust
South Dakota
$419K +$38.8K +248 +10%
SC
740
Searle & Co
Connecticut
$418K – – –
BTW
741
Boston Trust Walden
Massachusetts
$418K +$72.3K +463 +21%
BFO
742
Biltmore Family Office
North Carolina
$418K +$417K +2,669 New
EH
743
Equitable Holdings
New York
$417K +$53.3K +341 +15%
FMTC
744
Farmers & Merchants Trust Company
California
$416K – – –
GP
745
Girard Partners
Pennsylvania
$414K -$1.56K -10 -0.4%
ABC
746
Associated Banc-Corp
Wisconsin
$413K – – –
VF
747
Virtu Financial
New York
$411K -$388K -2,486 -49%
CC
748
Courier Capital
New York
$410K – – –
SWM
749
Sugarloaf Wealth Management
Georgia
$410K +$938 +6 +0.2%
LWAC
750
Laurel Wealth Advisors (California)
California
$407K +$48.1K +308 +13%
28 29
30
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