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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SW
776
SkyOak Wealth
Michigan
$370K +$368K +2,700 New
TFS
777
Thoroughbred Financial Services
Tennessee
$368K -$4.22K -31 -1%
PCMC
778
Private Capital Management (Colorado)
Colorado
$367K
SC
779
Searle & Co
Connecticut
$366K -$1.09K -8 -0.3%
ATFA
780
All Terrain Financial Advisors
Minnesota
$366K
PP
781
Parplus Partners
New York
$366K +$364K +2,673 New
BCM
782
Becker Capital Management
Oregon
$363K -$68.7K -505 -16%
HWM
783
HighMark Wealth Management
Minnesota
$362K +$360K +2,647 New
GJIC
784
Gamble Jones Investment Counsel
California
$359K -$953 -7 -0.3%
VFA
785
Valeo Financial Advisors
Indiana
$358K -$40.8K -300 -10%
NNP
786
Nachman Norwood & Parrott
South Carolina
$357K -$681 -5 -0.2%
GW
787
GW & Wade
Massachusetts
$356K -$13.9K -102 -4%
SCA
788
Sippican Capital Advisors
Massachusetts
$356K
GDP
789
Great Diamond Partners
Maine
$355K +$353K +2,594 New
EI
790
Ethic Inc
New York
$353K +$351K +2,581 New
FWM
791
Frontier Wealth Management
Missouri
$349K -$681 -5 -0.2%
Rockefeller Capital Management
792
Rockefeller Capital Management
New York
$347K -$14.3K -105 -4%
BW
793
Bison Wealth
Georgia
$347K
WCM
794
Windsor Capital Management
Arizona
$347K +$36.1K +265 +12%
AA
795
Argent Advisors
Louisiana
$347K +$344K +2,527 New
ERIM
796
Eagle Ridge Investment Management
Connecticut
$346K -$102K -750 -23%
PPP
797
Private Portfolio Partners
New Jersey
$343K -$27.8K -204 -8%
RWA
798
River Wealth Advisors
Pennsylvania
$343K
OAM
799
Oberweis Asset Management
Illinois
$342K -$30.9K -227 -8%
SB
800
Simmons Bank
Arkansas
$341K +$3.4K +25 +1%