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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
726
Lewis Capital Management
California
$453K +$453K +2,899 New
WWM
727
Windsor Wealth Management
Indiana
$452K -$6.25K -40 -1%
MAG
728
Mayfair Advisory Group
Alabama
$450K -$16.4K -105 -4%
BBA
729
BLB&B Advisors
Pennsylvania
$446K -$51.4K -329 -10%
PWLP
730
Prio Wealth Limited Partnership
Massachusetts
$445K – – –
QCG
731
Quadrant Capital Group
Ohio
$444K -$63K -403 -12%
KS
732
Karpas Strategies
Connecticut
$444K – – –
MW
733
Marcum Wealth
Ohio
$443K -$7.66K -49 -2%
GDP
734
Great Diamond Partners
Maine
$443K +$8.75K +56 +2%
KWM
735
Kingsview Wealth Management
Oregon
$441K +$440K +2,816 New
WPW
736
Waldron Private Wealth
Pennsylvania
$439K +$1.09K +7 +0.2%
HWM
737
HighMark Wealth Management
Minnesota
$439K +$2.34K +15 +0.5%
NWM
738
Northcape Wealth Management
New York
$438K +$438K +2,800 New
LNC
739
Lincoln National Corp
Pennsylvania
$435K -$4.06K -26 -0.9%
SFS
740
Stiles Financial Services
Minnesota
$427K +$427K +2,731 New
PWMAG
741
Pinnacle Wealth Management Advisory Group
New Jersey
$421K +$46.9K +300 +13%
TWM
742
Tradition Wealth Management
Minnesota
$419K +$1.25K +8 +0.3%
DWT
743
Dorsey & Whitney Trust
South Dakota
$419K +$38.8K +248 +10%
SC
744
Searle & Co
Connecticut
$418K – – –
BTW
745
Boston Trust Walden
Massachusetts
$418K +$72.3K +463 +21%
BFO
746
Biltmore Family Office
North Carolina
$418K +$417K +2,669 New
EH
747
Equitable Holdings
New York
$417K +$53.3K +341 +15%
FMTC
748
Farmers & Merchants Trust Company
California
$416K – – –
GP
749
Girard Partners
Pennsylvania
$414K -$1.56K -10 -0.4%
ABC
750
Associated Banc-Corp
Wisconsin
$413K – – –