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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
751
Steward Partners Investment Advisory
New York
$346K +$346K +2,875 New
SC
752
Searle & Co
Connecticut
$343K -$11.1K -92 -3%
RWA
753
River Wealth Advisors
Pennsylvania
$343K +$19.2K +160 +6%
CCP
754
Corient Capital Partners
California
$341K -$12K -100 -3%
NFP
755
Narus Financial Partners
Utah
$339K +$120 +1 +0%
FWM
756
Frontier Wealth Management
Missouri
$338K +$120 +1 +0%
SFG
757
SNS Financial Group
Minnesota
$337K +$336K +2,794 New
HB
758
Homrich & Berg
Georgia
$335K -$11.1K -92 -3%
BW
759
Bison Wealth
Georgia
$331K +$36.1K +300 +12%
PFBT
760
Parkside Financial Bank & Trust
Missouri
$329K +$120 +1 +0%
CLOS
761
Compagnie Lombard Odier SCmA
Switzerland
$325K -$33K -275 -9%
MC
762
Moors & Cabot
Massachusetts
$319K -$760K -6,327 -70%
NFG
763
Next Financial Group
Texas
$317K -$203K -1,686 -39%
JCM
764
Janney Capital Management
Pennsylvania
$314K -$22.5K -187 -7%
SOADOR
765
State of Alaska Department of Revenue
Alaska
$314K +$314K +2,610 New
CFSG
766
Community Financial Services Group
Vermont
$312K – – –
ZIC
767
ZWJ Investment Counsel
Georgia
$312K +$311K +2,590 New
CCA
768
Cobblestone Capital Advisors
New York
$307K – – –
WF
769
Welch & Forbes
Massachusetts
$305K -$159K -1,319 -34%
AEPG
770
American Economic Planning Group
New Jersey
$305K +$1.8K +15 +0.6%
SFA
771
Sequoia Financial Advisors
Ohio
$304K +$31K +258 +11%
WTB
772
Washington Trust Bank
Washington
$302K -$3.25K -27 -1%
GJIC
773
Gamble Jones Investment Counsel
California
$302K +$721 +6 +0.2%
FTIOP
774
Fiduciary Trust International of Pennsylvania
Pennsylvania
$300K – – –
AP
775
Appleton Partners
Massachusetts
$298K – – –
29 30
31
32 33