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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
751
Pinnacle Financial Partners (Tennessee)
Tennessee
$315K -$1.81K -16 -0.6%
NFG
752
Next Financial Group
Texas
$315K +$17.4K +154 +6%
GWM
753
Geneos Wealth Management
Colorado
$310K -$9.73K -86 -3%
FPB
754
First PREMIER Bank
South Dakota
$310K – – –
FG
755
Fiduciary Group
Georgia
$305K – – –
NA
756
NewEdge Advisors
Louisiana
$302K +$288K +2,548 New
AP
757
Appleton Partners
Massachusetts
$300K -$2.38K -21 -0.8%
WTB
758
Washington Trust Bank
Washington
$299K -$22.6K -200 -7%
AEPG
759
American Economic Planning Group
New Jersey
$299K +$113 +1 +0%
GJIC
760
Gamble Jones Investment Counsel
California
$296K +$679 +6 +0.2%
IWA
761
Intercontinental Wealth Advisors
Texas
$294K -$792 -7 -0.3%
CCFCSB
762
Cape Cod Five Cents Savings Bank
Massachusetts
$294K +$21K +186 +8%
PAS
763
Partnervest Advisory Services
California
$294K +$36.8K +325 +15%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$292K +$31.7K +280 +13%
GS
765
Girard Securities
California
$291K +$3.05K +27 +1%
GIP
766
Greatmark Investment Partners
Georgia
$282K – – –
CHAM
767
Clear Harbor Asset Management
Connecticut
$278K +$49.2K +435 +23%
FFBTD
768
First Financial Bank - Trust Division
Ohio
$275K +$679 +6 +0.3%
BAS
769
Brown Advisory Securities
Maryland
$275K +$260K +2,302 New
CC
770
Courier Capital
New York
$272K -$124K -1,100 -33%
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$272K -$3.39K -30 -1%
CCA
772
Cobblestone Capital Advisors
New York
$270K -$2.04K -18 -0.8%
BEAM
773
Baker Ellis Asset Management
Washington
$267K – – –
BA
774
BKS Advisors
Michigan
$267K – – –
BW
775
Bison Wealth
Georgia
$263K +$250K +2,206 New
29 30
31
32 33