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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
751
HighMark Wealth Management
Minnesota
$504K +$3K +17 +0.6%
WPA
752
West Paces Advisors
Georgia
$501K +$258K +1,461 +103%
AWM
753
Aries Wealth Management
Maine
$496K – – –
NIM
754
Northeast Investment Management
Massachusetts
$495K +$21.2K +120 +4%
PWLP
755
Prio Wealth Limited Partnership
Massachusetts
$494K – – –
KS
756
Karpas Strategies
Connecticut
$493K – – –
GDP
757
Great Diamond Partners
Maine
$493K -$2.82K -16 -0.6%
CI
758
Cigna Investments
Connecticut
$492K -$3.88K -22 -0.8%
WP
759
WMS Partners
Maryland
$489K +$3.17K +18 +0.6%
EH
760
Equitable Holdings
New York
$489K +$12.3K +70 +3%
NICM
761
Neo Ivy Capital Management
New York
$489K +$496K +2,814 New
ABC
762
Associated Banc-Corp
Wisconsin
$486K – – –
CBA
763
Coastal Bridge Advisors
Connecticut
$485K +$43.4K +246 +10%
CAM
764
Cozad Asset Management
Illinois
$485K – – –
FZCM
765
Flynn Zito Capital Management
New York
$482K -$27.7K -157 -5%
SWM
766
Spire Wealth Management
Virginia
$482K -$13.1K -74 -3%
BONH
767
Bank of New Hampshire
New Hampshire
$481K -$7.05K -40 -1%
FRM
768
Foundation Resource Management
Arkansas
$480K – – –
OCG
769
Opus Capital Group
Ohio
$474K +$119K +675 +33%
MW
770
Marcum Wealth
Ohio
$473K +$6.88K +39 +1%
SFG
771
Steward Financial Group
Texas
$473K +$4.06K +23 +0.9%
SFS
772
Stiles Financial Services
Minnesota
$473K +$1.94K +11 +0.4%
CGL
773
Clarius Group LLC
Washington
$469K -$15K -85 -3%
PT
774
Plimoth Trust
Massachusetts
$466K -$3.53K -20 -0.7%
TAM
775
Trust Asset Management
Texas
$466K – – –
29 30
31
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