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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
726
Inscription Capital
Texas
$483K +$284K +1,633 +134%
PWLP
727
Prio Wealth Limited Partnership
Massachusetts
$482K – – –
KS
728
Karpas Strategies
Connecticut
$480K – – –
HWM
729
HighMark Wealth Management
Minnesota
$480K +$2.61K +15 +0.5%
SS
730
Simplicity Solutions
Minnesota
$480K +$82K +472 +20%
CGL
731
Clarius Group LLC
Washington
$479K +$45.5K +262 +10%
KPWS
732
Kestra Private Wealth Services
Texas
$479K +$100K +576 +25%
IA
733
IFG Advisory
Georgia
$472K -$298K -1,717 -38%
CAM
734
Cozad Asset Management
Illinois
$472K +$17.6K +101 +4%
PCM
735
Penserra Capital Management
California
$471K -$200K -1,148 -29%
HWAM
736
Hennion & Walsh Asset Management
New Jersey
$466K +$479K +2,756 New
GP
737
Girard Partners
Pennsylvania
$465K -$13.6K -78 -3%
WP
738
WMS Partners
Maryland
$464K -$111K -640 -19%
NIM
739
Northeast Investment Management
Massachusetts
$462K -$46.9K -270 -9%
CC
740
Courier Capital
New York
$460K +$17.4K +100 +4%
TMAM
741
Tokio Marine Asset Management
Japan
$460K +$62.6K +360 +15%
WS
742
Wedbush Securities
California
$459K +$18.9K +109 +4%
BAAM
743
Baker Avenue Asset Management
California
$459K +$471K +2,711 New
AG
744
Ascent Group
Virginia
$458K -$1.91K -11 -0.4%
NWM
745
Northcape Wealth Management
New York
$457K – – –
AWM
746
Axxcess Wealth Management
California
$455K +$220K +1,266 +89%
SC
747
Searle & Co
Connecticut
$452K – – –
TWM
748
Tradition Wealth Management
Minnesota
$452K – – –
IC
749
Intersect Capital
California
$450K -$412K -2,373 -47%
ICG
750
InterOcean Capital Group
Tennessee
$450K +$463K +2,661 New
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