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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
726
Heck Capital Advisors
Wisconsin
$928K +$961K +3,851 New
CTC
727
Central Trust Company
Missouri
$927K +$54.7K +219 +6%
JC
728
JB Capital
Connecticut
$921K +$2.5K +10 +0.3%
AAIS
729
ABN AMRO Investment Solutions
$919K -$33.7K -135 -3%
BFS
730
Bard Financial Services
Connecticut
$909K – – –
HNW
731
High Note Wealth
Minnesota
$907K +$250 +1 +0%
ANTB
732
AMG National Trust Bank
Colorado
$905K -$29.7K -119 -3%
SW
733
SVB Wealth
Massachusetts
$904K +$936K +3,751 New
EAM
734
Empirical Asset Management
Massachusetts
$903K +$271K +1,086 +7%
ST
735
Smithfield Trust
Pennsylvania
$902K +$9.74K +39 +1%
KCM
736
Kanawha Capital Management
Virginia
$896K – – –
RYIA
737
Roehl & Yi Investment Advisors
Oregon
$892K +$924K +3,702 New
CPCPP
738
Canada Post Corporation Pension Plan
Canada
$889K +$922K +3,691 New
LCWP
739
Legacy Capital Wealth Partners
Arkansas
$889K -$30K -120 -3%
MAM
740
MWA Asset Management
Massachusetts
$888K +$1.5K +6 +0.2%
BBA
741
Baader Bank Aktiengesellschaft
Germany
$880K +$659K +2,640 +261%
RIL
742
Rothschild Investment LLC
Illinois
$875K +$5.24K +21 +0.6%
AWM
743
Aries Wealth Management
Maine
$871K +$239K +956 +36%
CIA
744
Concurrent Investment Advisors
Florida
$868K +$19.2K +77 +2%
CBUSF
745
Construction & Building Unions Superannuation Fund
Australia
$867K +$899K +3,600 New
VHAM
746
Van Hulzen Asset Management
California
$866K – – –
PI
747
PFG Investments
New York
$862K +$6.24K +25 +0.7%
APIM
748
Agate Pass Investment Management
Washington
$861K +$893K +3,575 New
BWAM
749
Boyd Watterson Asset Management
Ohio
$852K – – –
BFG
750
Berger Financial Group
Minnesota
$849K -$26.2K -105 -3%
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30
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