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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
776
Sowell Financial Services
Arkansas
$333K -$3.82K -26 -1%
MCWS
777
McKinley Carter Wealth Services
West Virginia
$333K – – –
EP
778
Eudaimonia Partners
Tennessee
$333K +$147 +1 +0%
CCA
779
Cobblestone Capital Advisors
New York
$333K +$28.2K +192 +10%
BTW
780
Boston Trust Walden
Massachusetts
$332K – – –
TFS
781
TrustCore Financial Services
Tennessee
$331K -$1.47K -10 -0.5%
WANY
782
Wealthspire Advisors (New York)
New York
$331K +$37.2K +253 +13%
RWA
783
River Wealth Advisors
Pennsylvania
$330K -$34.2K -233 -10%
QVT
784
Quantitative Value Technologies
Kansas
$329K +$321K +2,185 New
FCBT
785
First Citizens Bank & Trust
North Carolina
$328K -$1.18K -8 -0.4%
LJAC
786
L.J. Altfest & Co
New York
$328K +$3.97K +27 +1%
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
$327K -$41.9K -285 -12%
ONB
788
Old National Bancorp
Indiana
$327K -$20.7K -141 -6%
WSTAM
789
Wilbanks Smith & Thomas Asset Management
Virginia
$326K +$318K +2,166 New
DWM
790
Defined Wealth Management
Oregon
$325K – – –
CIP
791
Convergence Investment Partners
Florida
$325K +$318K +2,163 New
DWM
792
Doyle Wealth Management
Florida
$324K -$46.7K -318 -13%
BP
793
Ballentine Partners
Massachusetts
$324K +$26.8K +182 +9%
SWM
794
SeaCrest Wealth Management
New York
$324K +$31K +211 +11%
ERIM
795
Eagle Ridge Investment Management
Connecticut
$321K – – –
JFL
796
Jarislowsky, Fraser Ltd
Quebec, Canada
$321K +$20.6K +140 +7%
KFGK
797
Keystone Financial Group (Kentucky)
Kentucky
$319K – – –
VBCG
798
Valley Brook Capital Group
Pennsylvania
$319K – – –
MBTD
799
Mechanics Bank - Trust Department
California
$317K -$18.4K -125 -6%
IWA
800
Intercontinental Wealth Advisors
Texas
$317K +$2.35K +16 +0.8%