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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
726
Dubuque Bank & Trust
Iowa
$540K – – –
ET
727
Equitable Trust
Tennessee
$538K – – –
APA
728
American Portfolios Advisors
New York
$538K -$113K -658 -18%
LCM
729
Lewis Capital Management
California
$530K – – –
AG
730
Ascent Group
Virginia
$530K +$214K +1,247 +75%
SIG
731
Sky Investment Group
Connecticut
$529K -$129K -755 -21%
CSB
732
City State Bank
Iowa
$528K -$17.1K -100 -3%
SFS
733
Stiles Financial Services
Minnesota
$528K +$27.3K +159 +6%
MW
734
Marcum Wealth
Ohio
$527K +$8.91K +52 +2%
LNB
735
Ledyard National Bank
$526K -$13.4K -78 -3%
WPW
736
Waldron Private Wealth
Pennsylvania
$522K +$9.09K +53 +2%
PWLP
737
Prio Wealth Limited Partnership
Massachusetts
$520K – – –
KS
738
Karpas Strategies
Connecticut
$519K – – –
GDP
739
Great Diamond Partners
Maine
$517K +$343 +2 +0.1%
GP
740
Girard Partners
Pennsylvania
$517K +$30.7K +179 +7%
HWM
741
HighMark Wealth Management
Minnesota
$516K +$2.4K +14 +0.5%
OMC
742
Old Mission Capital
Illinois
$504K +$473K +2,760 New
CCM
743
Coldstream Capital Management
Washington
$496K -$88.5K -516 -16%
EH
744
Equitable Holdings
New York
$496K +$8.57K +50 +2%
NWM
745
Northcape Wealth Management
New York
$493K -$17.1K -100 -4%
DWT
746
Dorsey & Whitney Trust
South Dakota
$493K +$2.74K +16 +0.6%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$492K – – –
CAM
748
Cozad Asset Management
Illinois
$491K +$278K +1,622 +152%
CAG
749
Crestwood Advisors Group
Massachusetts
$490K -$1.06M -6,194 -70%
TWM
750
Tradition Wealth Management
Minnesota
$488K -$1.03K -6 -0.2%
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30
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