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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
751
Minot DeBlois Advisors
Massachusetts
$839K +$869K +3,481 New
EH
752
Equitable Holdings
New York
$835K +$81.4K +326 +10%
JWBC
753
J.W. Burns & Co
New York
$824K -$7.49K -30 -0.9%
PWMAG
754
Pinnacle Wealth Management Advisory Group
New Jersey
$822K +$10.2K +41 +1%
LTAS
755
Linden Thomas Advisory Services
North Carolina
$818K +$200K +800 +31%
MWM
756
Mission Wealth Management
California
$815K -$274K -1,097 -24%
LAIC
757
Lederer & Associates Investment Counsel
California
$813K -$136K -544 -14%
MSA
758
MUFG Securities Americas
New York
$807K +$837K +3,352 New
MPPW
759
Mitchell & Pahl Private Wealth
Oklahoma
$806K -$37K -148 -4%
SRL
760
Scientech Research LLC
New Jersey
$802K -$664K -2,661 -44%
TWM
761
Tradition Wealth Management
Minnesota
$801K -$15.7K -63 -2%
PB
762
Pinnacle Bancorp
Nebraska
$799K -$42.4K -170 -5%
CC
763
Centiva Capital
New York
$798K +$442K +1,769 +114%
SC
764
Searle & Co
Connecticut
$796K – – –
SDJVC
765
St. Denis J. Villere & Co
Louisiana
$796K -$8.74K -35 -1%
AWM
766
Apollon Wealth Management
South Carolina
$793K -$163K -653 -17%
BJL
767
Brighton Jones LLC
Washington
$789K +$96.6K +387 +13%
SA
768
Strategic Advisors
New York
$789K +$54.4K +218 +7%
SCM
769
Stevens Capital Management
Pennsylvania
$789K +$818K +3,275 New
RMDI
770
R.M. Davis Inc
Maine
$786K +$4.49K +18 +0.6%
AAM
771
AR Asset Management
California
$786K – – –
LCM
772
LVM Capital Management
Michigan
$784K -$29.5K -118 -3%
RDIA
773
RE Dickinson Investment Advisors
Iowa
$783K – – –
SIA
774
Soltis Investment Advisors
Utah
$780K -$181K -726 -18%
GL
775
Graypoint LLC
New York
$777K +$10.7K +43 +1%
29 30
31
32 33