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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
751
TrustCore Financial Services
Tennessee
$310K – – –
First Citizens Bank & Trust
752
First Citizens Bank & Trust
North Carolina
$308K -$242K -1,887 -46%
TCI Wealth Advisors
753
TCI Wealth Advisors
Arizona
$307K -$53K -413 -16%
TU
754
TDAM USA
Ontario, Canada
$306K -$34.5K -269 -11%
TC
755
TAP Consulting
Missouri
$304K – – –
DWM
756
Defined Wealth Management
Oregon
$303K +$278K +2,161 New
LJAC
757
L.J. Altfest & Co
New York
$302K -$16.6K -129 -6%
ERIM
758
Eagle Ridge Investment Management
Connecticut
$300K -$21.2K -165 -7%
LWAC
759
Laurel Wealth Advisors (California)
California
$299K +$7.96K +62 +3%
KFGK
760
Keystone Financial Group (Kentucky)
Kentucky
$298K -$257 -2 -0.1%
VBCG
761
Valley Brook Capital Group
Pennsylvania
$298K +$273K +2,127 New
CST
762
Charles Schwab Trust
Nevada
$295K – – –
Grimes & Company
763
Grimes & Company
Massachusetts
$294K – – –
IWA
764
Intercontinental Wealth Advisors
Texas
$294K +$3.08K +24 +1%
Sowell Financial Services
765
Sowell Financial Services
Arkansas
$294K +$4.5K +35 +2%
MSFP
766
Mark Sheptoff Financial Planning
Connecticut
$291K -$30.9K -241 -10%
Johnson Investment Counsel
767
Johnson Investment Counsel
Ohio
$290K -$10.9K -85 -4%
MAFM
768
Mid Atlantic Financial Management
Pennsylvania
$290K +$21.2K +165 +9%
Fisher Asset Management
769
Fisher Asset Management
Washington
$287K -$7.83K -61 -3%
MA
770
MJP Associates
Connecticut
$287K +$262K +2,043 New
WTB
771
Washington Trust Bank
Washington
$286K -$49.8K -388 -16%
Ingalls & Snyder LLC
772
Ingalls & Snyder LLC
New York
$286K +$262K +2,040 New
IAN
773
Integrated Advisors Network
Texas
$285K +$13K +101 +5%
SWM
774
Stockman Wealth Management
Montana
$285K +$21.2K +165 +9%
CCA
775
Cobblestone Capital Advisors
New York
$284K – – –