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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Apollon Wealth Management
South Carolina
$948K +$72.7K +292 +9%
WANY
752
Wealthspire Advisors (New York)
New York
$946K +$19.9K +80 +2%
AAIS
753
ABN AMRO Investment Solutions
$943K -$61.8K -248 -7%
USB
754
Union Savings Bank
Connecticut
$939K -$247K -991 -22%
BWAM
755
Boyd Watterson Asset Management
Ohio
$936K – – –
ACM
756
Aljian Capital Management
Nevada
$928K +$1.74K +7 +0.2%
MC
757
Machina Capital
France
$925K +$871K +3,498 New
PI
758
PFG Investments
New York
$923K -$21.7K -87 -2%
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$913K +$9.22K +37 +1%
LFG
760
Larson Financial Group
Missouri
$910K +$367K +1,474 +75%
NP
761
NorthRock Partners
Minnesota
$892K +$47.1K +189 +6%
JWBC
762
J.W. Burns & Co
New York
$892K -$12.5K -50 -1%
FRA
763
Frank Rimerman Advisors
California
$891K +$98.4K +395 +13%
SA
764
Strategic Advisors
New York
$888K +$20.7K +83 +3%
LAIC
765
Lederer & Associates Investment Counsel
California
$888K -$4.24K -17 -0.5%
TWM
766
Tradition Wealth Management
Minnesota
$887K +$7.47K +30 +0.9%
PCM
767
Penserra Capital Management
California
$887K +$146K +588 +21%
EAM
768
Empirical Asset Management
Massachusetts
$883K -$3.16M -12,702 -79%
MPPW
769
Mitchell & Pahl Private Wealth
Oklahoma
$879K -$5.98K -24 -0.7%
MDA
770
Minot DeBlois Advisors
Massachusetts
$874K -$43.8K -176 -5%
SC
771
Searle & Co
Connecticut
$874K – – –
SDJVC
772
St. Denis J. Villere & Co
Louisiana
$874K – – –
ACI
773
Alpha Cubed Investments
California
$870K +$547K +2,194 +200%
PB
774
Pinnacle Bancorp
Nebraska
$864K -$12.5K -50 -2%
AAM
775
AR Asset Management
California
$863K – – –
29 30
31
32 33