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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
726
Newbridge Financial Services Group
Florida
$972K -$34K -129 -3%
STA
727
Summit Trail Advisors
New York
$970K +$956K +3,627 New
AWM
728
Axxcess Wealth Management
California
$970K -$387K -1,467 -29%
RYIA
729
Roehl & Yi Investment Advisors
Oregon
$964K -$10.3K -39 -1%
LFG
730
Larson Financial Group
Missouri
$958K +$36.9K +140 +4%
AAIS
731
ABN AMRO Investment Solutions
$954K – – –
BWAM
732
Boyd Watterson Asset Management
Ohio
$947K – – –
SIA
733
Soltis Investment Advisors
Utah
$943K +$79.9K +303 +9%
IQI
734
Integrated Quantitative Investments
Washington
$942K +$928K +3,522 New
CTC
735
Central Trust Company
Missouri
$940K -$22.4K -85 -2%
ACA
736
Atlas Capital Advisors
Wyoming
$940K -$275K -1,044 -23%
ACM
737
Aljian Capital Management
Nevada
$939K – – –
CBUSF
738
Construction & Building Unions Superannuation Fund
Australia
$936K +$923K +3,500 New
FFA
739
Farther Finance Advisors
California
$933K -$44K -167 -5%
GP
740
Guardian Partners
Canada
$931K -$123K -465 -11%
LA
741
LVW Advisors
New York
$927K +$188K +714 +26%
PWMAG
742
Pinnacle Wealth Management Advisory Group
New Jersey
$925K +$1.58K +6 +0.2%
PF
743
Phoenix Financial
Israel
$923K +$910K +3,450 New
LCWP
744
Legacy Capital Wealth Partners
Arkansas
$922K -$47.7K -181 -5%
AFG
745
Atomi Financial Group
New York
$908K +$52.7K +200 +6%
EAM
746
Empirical Asset Management
Massachusetts
$906K +$12.1K +46 +1%
JWBC
747
J.W. Burns & Co
New York
$902K – – –
AWM
748
Apollon Wealth Management
South Carolina
$900K -$58.5K -222 -6%
WANY
749
Wealthspire Advisors (New York)
New York
$899K -$57.7K -219 -6%
LAIC
750
Lederer & Associates Investment Counsel
California
$898K -$791 -3 -0.1%
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