TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
726
Atomi Financial Group
New York
$1.12M +$168K +628 +18%
EP
727
Essential Partners
California
$1.12M +$81.4K +304 +8%
SAM
728
Smartleaf Asset Management
Massachusetts
$1.12M +$305K +1,140 +39%
MAM
729
MWA Asset Management
Massachusetts
$1.12M +$9.11K +34 +0.9%
LTAS
730
Linden Thomas Advisory Services
North Carolina
$1.12M +$85.2K +318 +9%
CC
731
Courier Capital
New York
$1.12M -$540K -2,018 -34%
SCM
732
Sterneck Capital Management
Missouri
$1.12M – – –
YIM
733
Yoffe Investment Management
Pennsylvania
$1.11M – – –
JF
734
JSF Financial
California
$1.09M +$1.05M +3,904 New
SC
735
SummitTX Capital
Texas
$1.09M -$453K -1,690 -30%
IPW
736
Impact Partnership Wealth
Georgia
$1.07M +$256K +955 +33%
SSA
737
Schonfeld Strategic Advisors
New York
$1.07M +$1.03M +3,829 New
MWM
738
Mission Wealth Management
California
$1.06M +$161K +603 +19%
FW
739
FullCircle Wealth
Texas
$1.06M -$12.1K -45 -1%
BFS
740
Bard Financial Services
Connecticut
$1.05M – – –
HNW
741
High Note Wealth
Minnesota
$1.05M +$268 +1 +0%
SC
742
Syon Capital
California
$1.04M +$138K +517 +16%
FMTC
743
Farmers & Merchants Trust Company
California
$1.04M -$193K -721 -16%
KCM
744
Kanawha Capital Management
Virginia
$1.04M – – –
TAM
745
Tocqueville Asset Management
New York
$1.04M -$107K -400 -10%
CBUSF
746
Construction & Building Unions Superannuation Fund
Australia
$1.03M +$53.6K +200 +6%
ST
747
Smithfield Trust
Pennsylvania
$1.03M – – –
SIA
748
Soltis Investment Advisors
Utah
$1.03M +$42.8K +160 +5%
ANTB
749
AMG National Trust Bank
Colorado
$1.02M -$5.89K -22 -0.6%
1NWS
750
1 North Wealth Services
Maryland
$1.02M -$5.89K -22 -0.6%
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