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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
726
Ledyard National Bank
$438K – – –
HWM
727
HighMark Wealth Management
Minnesota
$437K +$2.93K +18 +0.6%
PWLP
728
Prio Wealth Limited Partnership
Massachusetts
$436K – – –
BONH
729
Bank of New Hampshire
New Hampshire
$435K -$17.9K -110 -4%
KS
730
Karpas Strategies
Connecticut
$435K – – –
TI
731
Tidal Investments
Wisconsin
$433K -$182K -1,119 -28%
GWM
732
Geneos Wealth Management
Colorado
$432K -$231K -1,419 -33%
CAM
733
Cozad Asset Management
Illinois
$427K – – –
WP
734
WMS Partners
Maryland
$426K +$5.69K +35 +1%
AWM
735
Axxcess Wealth Management
California
$426K +$14.6K +90 +3%
MA
736
MJP Associates
Connecticut
$424K +$47K +289 +12%
FRM
737
Foundation Resource Management
Arkansas
$424K +$51.5K +317 +13%
PVH
738
Psagot Value Holdings
Israel
$420K -$32.5K -200 -7%
NIM
739
Northeast Investment Management
Massachusetts
$419K – – –
CC
740
Courier Capital
New York
$416K – – –
TAM
741
Trust Asset Management
Texas
$416K +$29.4K +181 +7%
NWM
742
Northcape Wealth Management
New York
$414K – – –
SFS
743
Stiles Financial Services
Minnesota
$413K -$33.7K -207 -7%
DWT
744
Dorsey & Whitney Trust
South Dakota
$412K +$26.3K +162 +6%
IA
745
IFG Advisory
Georgia
$410K -$18K -111 -4%
SC
746
Searle & Co
Connecticut
$410K – – –
IWM
747
IHT Wealth Management
Illinois
$407K +$222K +1,368 +106%
ABC
748
Associated Banc-Corp
Wisconsin
$405K – – –
SWM
749
Sugarloaf Wealth Management
Georgia
$402K +$426K +2,622 New
CPO
750
Cerity Partners OCIO
New York
$400K +$425K +2,613 New
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