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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LI
751
LMCG Investments
Massachusetts
$521K – – –
SW
752
SkyOak Wealth
Michigan
$519K -$16.1K -93 -3%
WA
753
Wealth Alliance
New York
$518K +$36.7K +212 +8%
AMG National Trust Bank
754
AMG National Trust Bank
Colorado
$518K -$46.2K -267 -9%
HUB Investment Partners
755
HUB Investment Partners
Texas
$512K +$215K +1,243 +86%
CT
756
Cambridge Trust
Massachusetts
$512K -$44.3K -256 -9%
Brighton Jones LLC
757
Brighton Jones LLC
Washington
$511K -$4.33K -25 -0.9%
TAM
758
Trust Asset Management
Texas
$511K – – –
SageView Advisory Group
759
SageView Advisory Group
California
$511K +$414K +2,391 New
RI
760
Rinkey Investments
California
$510K +$463K +2,675 New
GDP
761
Great Diamond Partners
Maine
$509K -$8.66K -50 -2%
FRM
762
Foundation Resource Management
Arkansas
$508K -$17.3K -100 -4%
LA
763
LVW Advisors
New York
$505K +$199K +1,151 +77%
BRWA
764
B. Riley Wealth Advisors
Florida
$505K -$1.22M -7,043 -73%
TCA
765
Transcend Capital Advisors
New Jersey
$500K +$31K +179 +7%
SWM
766
Sugarloaf Wealth Management
Georgia
$499K – – –
CHAM
767
Clear Harbor Asset Management
Connecticut
$499K – – –
SIG
768
Sky Investment Group
Connecticut
$498K – – –
CF
769
Centaurus Financial
California
$497K -$7.96K -46 -2%
ILI
770
Invesco LLC (Illinois)
Illinois
$497K – – –
FSA
771
Franklin Street Advisors
North Carolina
$494K – – –
DGAM
772
Desjardins Global Asset Management
Quebec, Canada
$490K -$911K -5,264 -67%
OFS
773
Orrstown Financial Services
Pennsylvania
$488K +$444K +2,564 New
EP Wealth Advisors
774
EP Wealth Advisors
California
$488K +$444K +2,563 New
IHT Wealth Management
775
IHT Wealth Management
Illinois
$487K -$19.7K -114 -4%