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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
726
Essential Partners
California
$1.12M +$81.4K +304 +8%
SAM
727
Smartleaf Asset Management
Massachusetts
$1.12M +$305K +1,140 +39%
MAM
728
MWA Asset Management
Massachusetts
$1.12M +$9.11K +34 +0.9%
LTAS
729
Linden Thomas Advisory Services
North Carolina
$1.12M +$85.2K +318 +9%
CC
730
Courier Capital
New York
$1.12M -$540K -2,018 -34%
SCM
731
Sterneck Capital Management
Missouri
$1.12M – – –
YIM
732
Yoffe Investment Management
Pennsylvania
$1.11M – – –
JF
733
JSF Financial
California
$1.09M +$1.05M +3,904 New
SC
734
SummitTX Capital
Texas
$1.09M -$453K -1,690 -30%
IPW
735
Impact Partnership Wealth
Georgia
$1.07M +$256K +955 +33%
SSA
736
Schonfeld Strategic Advisors
New York
$1.07M +$1.03M +3,829 New
MWM
737
Mission Wealth Management
California
$1.06M +$161K +603 +19%
FW
738
FullCircle Wealth
Texas
$1.06M -$12.1K -45 -1%
BFS
739
Bard Financial Services
Connecticut
$1.05M – – –
HNW
740
High Note Wealth
Minnesota
$1.05M +$268 +1 +0%
SC
741
Syon Capital
California
$1.04M +$138K +517 +16%
FMTC
742
Farmers & Merchants Trust Company
California
$1.04M -$193K -721 -16%
KCM
743
Kanawha Capital Management
Virginia
$1.04M – – –
TAM
744
Tocqueville Asset Management
New York
$1.04M -$107K -400 -10%
CBUSF
745
Construction & Building Unions Superannuation Fund
Australia
$1.03M +$53.6K +200 +6%
ST
746
Smithfield Trust
Pennsylvania
$1.03M – – –
SIA
747
Soltis Investment Advisors
Utah
$1.03M +$42.8K +160 +5%
ANTB
748
AMG National Trust Bank
Colorado
$1.02M -$5.89K -22 -0.6%
1NWS
749
1 North Wealth Services
Maryland
$1.02M -$5.89K -22 -0.6%
GP
750
Guardian Partners
Canada
$1.01M – – –
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