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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Searle & Co
Connecticut
$321K – – –
ATFA
777
All Terrain Financial Advisors
Minnesota
$320K – – –
SC
778
SouthState Corp
Florida
$316K – – –
AWA
779
Arete Wealth Advisors
Illinois
$316K +$21.8K +174 +7%
SCA
780
Snowden Capital Advisors
New York
$315K -$1.14M -9,097 -78%
QCG
781
Quadrant Capital Group
Ohio
$315K -$3K -24 -0.9%
MIM
782
Marco Investment Management
Georgia
$313K -$26.5K -212 -8%
LAIC
783
Lederer & Associates Investment Counsel
California
$313K -$10.6K -85 -3%
FBT
784
First Bankers Trust
Kentucky
$313K +$327K +2,616 New
GJIC
785
Gamble Jones Investment Counsel
California
$312K +$1K +8 +0.3%
PFA
786
Paradigm Financial Advisors
Missouri
$311K – – –
PI
787
Putnam Investments
Massachusetts
$310K -$5.12M -40,876 -94%
SFS
788
Sowell Financial Services
Arkansas
$309K +$27.2K +217 +9%
NFG
789
Next Financial Group
Texas
$309K +$128K +1,024 +66%
FWM
790
Frontier Wealth Management
Missouri
$308K +$1.88K +15 +0.6%
1IA
791
1834 Investment Advisors
Wisconsin
$306K -$53.2K -425 -14%
CCA
792
Cobblestone Capital Advisors
New York
$306K – – –
KCM
793
Karp Capital Management
California
$306K – – –
RIM
794
Rampart Investment Management
Connecticut
$305K -$1.35M -10,819 -81%
MCM
795
Manchester Capital Management
Vermont
$302K – – –
RWA
796
Ropes Wealth Advisors
Massachusetts
$301K -$576K -4,600 -65%
BPWA
797
Beacon Pointe Wealth Advisors
California
$301K +$314K +2,506 New
NNP
798
Nachman Norwood & Parrott
South Carolina
$300K +$313K +2,504 New
WPW
799
Waldron Private Wealth
Pennsylvania
$297K +$310K +2,480 New
VC
800
Vicus Capital
Pennsylvania
$295K +$16.5K +132 +6%
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