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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
726
Meeder Advisory Services
Ohio
$563K +$11.6K +67 +2%
MW
727
Marcum Wealth
Ohio
$561K +$14.9K +86 +3%
HWM
728
HighMark Wealth Management
Minnesota
$559K +$2.6K +15 +0.5%
CAM
729
Cidel Asset Management
Ontario, Canada
$559K +$508K +2,935 New
FZCM
730
Flynn Zito Capital Management
New York
$558K +$26.1K +151 +5%
STCOSD
731
Sageworth Trust Company of South Dakota
South Dakota
$558K – – –
IPW
732
Inlet Private Wealth
Florida
$552K -$104K -600 -17%
Waldron Private Wealth
733
Waldron Private Wealth
Pennsylvania
$552K -$5.37K -31 -1%
MMM
734
Mendel Money Management
Illinois
$551K -$4.33K -25 -0.9%
Clearstead Advisors
735
Clearstead Advisors
Ohio
$548K +$15.8K +91 +3%
DWT
736
Dorsey & Whitney Trust
South Dakota
$547K +$52.5K +303 +12%
AWM
737
Aries Wealth Management
Maine
$544K -$1.21K -7 -0.2%
KS
738
Karpas Strategies
Connecticut
$541K – – –
Destination Wealth Management
739
Destination Wealth Management
California
$539K +$26K +150 +6%
SC
740
SRB Corp
Massachusetts
$539K -$15.9K -92 -3%
BWP
741
Baldwin Wealth Partners
Massachusetts
$536K -$34.3K -198 -7%
WP
742
WMS Partners
Maryland
$534K +$4.67K +27 +1%
BWM
743
Baystate Wealth Management
Massachusetts
$533K +$392K +2,266 +424%
CAM
744
Cozad Asset Management
Illinois
$531K -$5.54K -32 -1%
TPW
745
Transatlantique Private Wealth
New York
$531K +$17K +98 +4%
BONH
746
Bank of New Hampshire
New Hampshire
$527K – – –
SFS
747
Stiles Financial Services
Minnesota
$526K +$1.73K +10 +0.4%
SC
748
Syon Capital
California
$524K +$21K +121 +5%
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$523K +$79.7K +460 +20%
Associated Banc-Corp
750
Associated Banc-Corp
Wisconsin
$521K – – –