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Travelers Companies
TRV

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