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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
776
Cobblestone Capital Advisors
New York
$333K +$28.2K +192 +10%
BTW
777
Boston Trust Walden
Massachusetts
$332K – – –
TFS
778
TrustCore Financial Services
Tennessee
$331K -$1.47K -10 -0.5%
WANY
779
Wealthspire Advisors (New York)
New York
$331K +$37.2K +253 +13%
RWA
780
River Wealth Advisors
Pennsylvania
$330K -$34.2K -233 -10%
QVT
781
Quantitative Value Technologies
Kansas
$329K +$321K +2,185 New
FCBT
782
First Citizens Bank & Trust
North Carolina
$328K -$1.18K -8 -0.4%
LJAC
783
L.J. Altfest & Co
New York
$328K +$3.97K +27 +1%
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$327K -$41.9K -285 -12%
ONB
785
Old National Bancorp
Indiana
$327K -$20.7K -141 -6%
WSTAM
786
Wilbanks Smith & Thomas Asset Management
Virginia
$326K +$318K +2,166 New
DWM
787
Defined Wealth Management
Oregon
$325K – – –
CIP
788
Convergence Investment Partners
Florida
$325K +$318K +2,163 New
DWM
789
Doyle Wealth Management
Florida
$324K -$46.7K -318 -13%
BP
790
Ballentine Partners
Massachusetts
$324K +$26.8K +182 +9%
SWM
791
SeaCrest Wealth Management
New York
$324K +$31K +211 +11%
ERIM
792
Eagle Ridge Investment Management
Connecticut
$321K – – –
JFL
793
Jarislowsky, Fraser Ltd
Quebec, Canada
$321K +$20.6K +140 +7%
KFGK
794
Keystone Financial Group (Kentucky)
Kentucky
$319K – – –
VBCG
795
Valley Brook Capital Group
Pennsylvania
$319K – – –
MBTD
796
Mechanics Bank - Trust Department
California
$317K -$18.4K -125 -6%
IWA
797
Intercontinental Wealth Advisors
Texas
$317K +$2.35K +16 +0.8%
APWM
798
Atlas Private Wealth Management
New York
$316K -$395K -2,687 -56%
GC
799
Grimes & Company
Massachusetts
$315K – – –
LAIC
800
Lederer & Associates Investment Counsel
California
$314K -$105K -715 -25%
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