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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
726
Equitable Trust
Tennessee
$552K – – –
FZCM
727
Flynn Zito Capital Management
New York
$550K +$528K +2,934 New
KWM
728
Kingsview Wealth Management
Oregon
$550K -$105K -585 -17%
CHAM
729
Clear Harbor Asset Management
Connecticut
$548K – – –
CI
730
Cigna Investments
Connecticut
$547K -$4.32K -24 -0.8%
LCM
731
Lewis Capital Management
California
$544K – – –
HWM
732
HighMark Wealth Management
Minnesota
$538K +$2.34K +13 +0.5%
AWM
733
Aries Wealth Management
Maine
$536K – – –
PWLP
734
Prio Wealth Limited Partnership
Massachusetts
$534K – – –
LNB
735
Ledyard National Bank
$533K -$2.16K -12 -0.4%
KS
736
Karpas Strategies
Connecticut
$532K – – –
GCMG
737
Gyroscope Capital Management Group
Florida
$532K +$511K +2,838 New
LOAMS
738
Lombard Odier Asset Management (Switzerland)
Switzerland
$531K +$270K +1,503 +113%
BONH
739
Bank of New Hampshire
New Hampshire
$528K -$4.5K -25 -0.9%
GWM
740
Geneos Wealth Management
Colorado
$524K -$5.58K -31 -1%
SVWAG
741
Sound View Wealth Advisors Group
Georgia
$523K +$494K +2,747 New
WP
742
WMS Partners
Maryland
$523K +$1.8K +10 +0.4%
CAM
743
Cozad Asset Management
Illinois
$523K – – –
SIG
744
Sky Investment Group
Connecticut
$522K -$20.7K -115 -4%
FRM
745
Foundation Resource Management
Arkansas
$518K – – –
AWM
746
Axxcess Wealth Management
California
$515K -$5.58K -31 -1%
CIA
747
Choate Investment Advisors
Massachusetts
$514K +$47.7K +265 +11%
NIM
748
Northeast Investment Management
Massachusetts
$512K – – –
ABC
749
Associated Banc-Corp
Wisconsin
$511K +$14.8K +82 +3%
PP
750
Paloma Partners
Connecticut
$510K +$489K +2,721 New
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