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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SlateStone Wealth
Florida
$510K +$103K +572 +27%
CC
752
Courier Capital
New York
$510K – – –
TAM
753
Trust Asset Management
Texas
$509K – – –
SFS
754
Stiles Financial Services
Minnesota
$507K +$1.62K +9 +0.3%
CPO
755
Cerity Partners OCIO
New York
$504K +$13.1K +73 +3%
DWT
756
Dorsey & Whitney Trust
South Dakota
$504K -$360 -2 -0.1%
SC
757
Searle & Co
Connecticut
$501K – – –
NICM
758
Neo Ivy Capital Management
New York
$494K +$474K +2,634 New
SWM
759
Sugarloaf Wealth Management
Georgia
$491K -$180 -1 -0%
GP
760
Girard Partners
Pennsylvania
$489K +$34.2K +190 +8%
VWA
761
V Wealth Advisors
Kansas
$488K +$73.6K +409 +19%
CF
762
Centaurus Financial
California
$486K +$32.7K +182 +8%
FMAEN1
763
Fund Management at Engine No 1
California
$484K +$53.6K +298 +13%
IA
764
IFG Advisory
Georgia
$483K -$18.3K -102 -4%
WS
765
Wedbush Securities
California
$483K +$7.55K +42 +2%
LWAC
766
Laurel Wealth Advisors (California)
California
$482K -$1.26K -7 -0.3%
FNBSF
767
First National Bank Sioux Falls
South Dakota
$481K -$6.84K -38 -1%
IAIM
768
International Assets Investment Management
Florida
$480K +$461K +2,561 New
CGL
769
Clarius Group LLC
Washington
$480K +$4.68K +26 +1%
CBA
770
Coastal Bridge Advisors
Connecticut
$476K +$720 +4 +0.2%
BTI
771
Blue Trust Inc
Georgia
$476K +$83.3K +463 +18%
SC
772
SRB Corp
Massachusetts
$474K – – –
DCM
773
Donaldson Capital Management
Indiana
$472K -$174K -969 -28%
JWM
774
Jeppson Wealth Management
California
$468K +$449K +2,495 New
AIM
775
Alhambra Investment Management
Florida
$467K – – –
29 30
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