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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Prospera Financial Services
Texas
$677K -$28.8K -135 -4%
LA
752
LVW Advisors
New York
$676K +$61.1K +286 +11%
HWM
753
HighMark Wealth Management
Minnesota
$676K – – –
WCM
754
Weik Capital Management
Pennsylvania
$670K -$21.4K -100 -3%
HIP
755
HUB Investment Partners
Texas
$669K +$46.1K +216 +8%
PWLP
756
Prio Wealth Limited Partnership
Massachusetts
$668K -$14.5K -68 -2%
IPW
757
Inlet Private Wealth
Florida
$667K – – –
CAM
758
Cidel Asset Management
Ontario, Canada
$666K -$8.76K -41 -1%
WA
759
Waverly Advisors
Alabama
$665K +$185K +868 +43%
ET
760
Entropy Technologies
New York
$665K +$617K +2,889 New
DWT
761
Dorsey & Whitney Trust
South Dakota
$665K +$3.42K +16 +0.6%
DTL
762
Dynamic Technology Lab
Singapore
$661K +$613K +2,870 New
BBNA
763
Bremer Bank National Association
Minnesota
$660K -$100K -469 -14%
WP
764
WMS Partners
Maryland
$659K +$13.5K +63 +2%
MMM
765
Mendel Money Management
Illinois
$659K -$5.34K -25 -0.9%
AWM
766
Aries Wealth Management
Maine
$658K – – –
SC
767
Syon Capital
California
$657K +$22.2K +104 +4%
EH
768
Equitable Holdings
New York
$656K -$37.2K -174 -6%
KS
769
Karpas Strategies
Connecticut
$654K – – –
VA
770
Verdad Advisers
Massachusetts
$651K +$605K +2,830 New
TPW
771
Transatlantique Private Wealth
New York
$642K +$1.07K +5 +0.2%
VF
772
Virtu Financial
New York
$640K +$594K +2,782 New
IWM
773
IHT Wealth Management
Illinois
$639K +$47.4K +222 +9%
BAM
774
Brave Asset Management
New Jersey
$638K -$70.9K -332 -11%
BONH
775
Bank of New Hampshire
New Hampshire
$637K – – –
29 30
31
32 33