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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
751
Shepherd Kaplan Krochuk
Massachusetts
$350K – – –
FWP
752
FAS Wealth Partners
Kansas
$349K +$98.9K +639 +39%
LWAC
753
Laurel Wealth Advisors (California)
California
$348K -$62.2K -402 -15%
JIC
754
Johnson Investment Counsel
Ohio
$343K +$24.9K +161 +8%
SFG
755
SNS Financial Group
Minnesota
$341K – – –
SYBT
756
Stock Yards Bank & Trust
Kentucky
$340K -$24.8K -160 -7%
IWA
757
Intercontinental Wealth Advisors
Texas
$339K +$17.8K +115 +5%
KPWS
758
Kestra Private Wealth Services
Texas
$338K -$7.28K -47 -2%
DCM
759
Dupont Capital Management
Delaware
$337K -$452K -2,918 -57%
EP
760
Eudaimonia Partners
Tennessee
$337K – – –
FWM
761
ForthRight Wealth Management
Georgia
$337K – – –
SGCA
762
Steel Grove Capital Advisors
Tennessee
$337K +$132K +850 +62%
BTW
763
Boston Trust Walden
Massachusetts
$336K – – –
CCA
764
Cobblestone Capital Advisors
New York
$336K – – –
MCWS
765
McKinley Carter Wealth Services
West Virginia
$336K – – –
SIM
766
Sentry Investment Management
Wisconsin
$335K -$49.8K -322 -13%
VWA
767
V Wealth Advisors
Kansas
$334K -$6.81K -44 -2%
TFS
768
TrustCore Financial Services
Tennessee
$334K -$1.55K -10 -0.5%
LJAC
769
L.J. Altfest & Co
New York
$330K -$2.32K -15 -0.7%
FCBT
770
First Citizens Bank & Trust
North Carolina
$330K – – –
GC
771
Grimes & Company
Massachusetts
$330K – – –
BP
772
Ballentine Partners
Massachusetts
$330K +$11K +71 +3%
WSFS
773
Wilmington Savings Fund Society
Delaware
$328K -$42.6K -275 -11%
AWM
774
Apollon Wealth Management
South Carolina
$328K +$334K +2,157 New
DWM
775
Doyle Wealth Management
Florida
$327K – – –
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