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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
YIM
726
Yoffe Investment Management
Pennsylvania
$1.05M -$249 -1 -0%
MLM
727
Mount Lucas Management
Pennsylvania
$1.03M +$973K +3,906 New
HA
728
Harfst & Associates
Wyoming
$1.03M -$1.44M -5,793 -60%
UH
729
Unigestion Holding
Switzerland
$1.03M +$532K +2,134 +121%
Meiji Yasuda Life Insurance
730
Meiji Yasuda Life Insurance
Japan
$1.03M -$118K -472 -11%
AMG National Trust Bank
731
AMG National Trust Bank
Colorado
$1.02M +$23.2K +93 +2%
MAM
732
MWA Asset Management
Massachusetts
$1.02M +$40.9K +164 +4%
FW
733
FullCircle Wealth
Texas
$1.01M -$4.24K -17 -0.4%
JB Capital
734
JB Capital
Connecticut
$1.01M -$1.25K -5 -0.1%
BFS
735
Bard Financial Services
Connecticut
$998K – – –
HNW
736
High Note Wealth
Minnesota
$995K -$498 -2 -0.1%
NFSG
737
Newbridge Financial Services Group
Florida
$994K -$42.4K -170 -4%
Smithfield Trust
738
Smithfield Trust
Pennsylvania
$990K – – –
Brighton Jones LLC
739
Brighton Jones LLC
Washington
$990K +$116K +465 +14%
KCM
740
Kanawha Capital Management
Virginia
$983K – – –
AAM
741
Aureus Asset Management
Massachusetts
$982K -$74.7K -300 -7%
1NWS
742
1 North Wealth Services
Maryland
$979K -$42.6K -171 -4%
LTAS
743
Linden Thomas Advisory Services
North Carolina
$975K +$72.2K +290 +9%
RIL
744
Rothschild Investment LLC
Illinois
$968K +$6.23K +25 +0.7%
Farther Finance Advisors
745
Farther Finance Advisors
California
$966K +$261K +1,049 +40%
RYIA
746
Roehl & Yi Investment Advisors
Oregon
$964K -$14.4K -58 -2%
LCWP
747
Legacy Capital Wealth Partners
Arkansas
$959K -$15.2K -61 -2%
Equitable Holdings
748
Equitable Holdings
New York
$959K +$39.4K +158 +5%
AWM
749
Aries Wealth Management
Maine
$957K +$997 +4 +0.1%
BB
750
Burford Brothers
Texas
$955K +$900K +3,613 New