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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SkyOak Wealth
Michigan
$519K -$16.1K -93 -3%
WA
752
Wealth Alliance
New York
$518K +$36.7K +212 +8%
ANTB
753
AMG National Trust Bank
Colorado
$518K -$46.2K -267 -9%
HIP
754
HUB Investment Partners
Texas
$512K +$215K +1,243 +86%
CT
755
Cambridge Trust
Massachusetts
$512K -$44.3K -256 -9%
BJL
756
Brighton Jones LLC
Washington
$511K -$4.33K -25 -0.9%
TAM
757
Trust Asset Management
Texas
$511K – – –
SAG
758
SageView Advisory Group
California
$511K +$414K +2,391 New
RI
759
Rinkey Investments
California
$510K +$463K +2,675 New
GDP
760
Great Diamond Partners
Maine
$509K -$8.66K -50 -2%
FRM
761
Foundation Resource Management
Arkansas
$508K -$17.3K -100 -4%
LA
762
LVW Advisors
New York
$505K +$199K +1,151 +77%
BRWA
763
B. Riley Wealth Advisors
Florida
$505K -$1.22M -7,043 -73%
TCA
764
Transcend Capital Advisors
New Jersey
$500K +$31K +179 +7%
SWM
765
Sugarloaf Wealth Management
Georgia
$499K – – –
CHAM
766
Clear Harbor Asset Management
Connecticut
$499K – – –
SIG
767
Sky Investment Group
Connecticut
$498K – – –
CF
768
Centaurus Financial
California
$497K -$7.96K -46 -2%
ILI
769
Invesco LLC (Illinois)
Illinois
$497K – – –
FSA
770
Franklin Street Advisors
North Carolina
$494K – – –
DGAM
771
Desjardins Global Asset Management
Quebec, Canada
$490K -$911K -5,264 -67%
OFS
772
Orrstown Financial Services
Pennsylvania
$488K +$444K +2,564 New
EWA
773
EP Wealth Advisors
California
$488K +$444K +2,563 New
IWM
774
IHT Wealth Management
Illinois
$487K -$19.7K -114 -4%
GWM
775
Geneos Wealth Management
Colorado
$485K +$3.12K +18 +0.7%
29 30
31
32 33