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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
776
Ropes Wealth Advisors
Massachusetts
$345K – – –
BCM
777
Becker Capital Management
Oregon
$344K -$83.2K -650 -21%
NNP
778
Nachman Norwood & Parrott
South Carolina
$341K -$2.17K -17 -0.7%
AB
779
AT Bancorp
Iowa
$339K -$69.6K -544 -18%
CCP
780
Corient Capital Partners
California
$339K +$10.9K +85 +4%
GLLW
781
Graves Light Lenhart Wealth
Virginia
$339K -$52.6K -411 -14%
MCM
782
Manchester Capital Management
Vermont
$338K – – –
PCMC
783
Private Capital Management (Colorado)
Colorado
$338K – – –
MC
784
Moors & Cabot
Massachusetts
$336K +$50.4K +394 +19%
DCM
785
Donaldson Capital Management
Indiana
$334K – – –
TL
786
Tirschwell & Loewy
New York
$332K – – –
PI
787
Putnam Investments
Massachusetts
$331K -$22.5K -176 -7%
BEAM
788
Baker Ellis Asset Management
Washington
$329K – – –
PSG
789
Planning Solutions Group
Maryland
$327K +$305K +2,385 New
CWM
790
Connecticut Wealth Management
Connecticut
$326K -$192K -1,499 -39%
CCA
791
Cobblestone Capital Advisors
New York
$326K -$23.4K -183 -7%
IRC
792
Investors Research Corp
Georgia
$326K – – –
SFS
793
Sowell Financial Services
Arkansas
$324K -$27.4K -214 -8%
KFGK
794
Keystone Financial Group (Kentucky)
Kentucky
$324K -$128 -1 -0%
CS
795
Cannell & Spears
New York
$324K – – –
AIA
796
Alera Investment Advisors
Illinois
$320K -$8.32K -65 -3%
CPO
797
Cerity Partners OCIO
New York
$319K -$15.4K -120 -5%
OPA
798
Old Port Advisors
Maine
$316K -$8.19K -64 -3%
PGA
799
Premia Global Advisors
Florida
$316K +$295K +2,307 New
Assenagon Asset Management
800
Assenagon Asset Management
Luxembourg
$315K -$12.8K -100 -4%