We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
776
Boston Trust Walden
Massachusetts
$331K – – –
CCA
777
Cobblestone Capital Advisors
New York
$331K – – –
MCWS
778
McKinley Carter Wealth Services
West Virginia
$331K – – –
TFS
779
TrustCore Financial Services
Tennessee
$331K +$1.55K +10 +0.5%
FWM
780
ForthRight Wealth Management
Georgia
$331K +$48.7K +314 +17%
RWA
781
River Wealth Advisors
Pennsylvania
$328K – – –
QVT
782
Quantitative Value Technologies
Kansas
$327K – – –
LJAC
783
L.J. Altfest & Co
New York
$327K +$776 +5 +0.2%
FCBT
784
First Citizens Bank & Trust
North Carolina
$325K -$1.55K -10 -0.5%
GC
785
Grimes & Company
Massachusetts
$325K +$11.3K +73 +3%
FAM
786
Formidable Asset Management
Ohio
$325K +$66.4K +428 +25%
PMFA
787
Plante Moran Financial Advisors
Michigan
$325K +$93.1K +600 +38%
CRCM
788
Corbett Road Capital Management
Virginia
$324K +$336K +2,167 New
DWM
789
Doyle Wealth Management
Florida
$322K – – –
CIP
790
Convergence Investment Partners
Florida
$318K -$6.52K -42 -2%
DWM
791
Defined Wealth Management
Oregon
$318K -$6.21K -40 -2%
KFGK
792
Keystone Financial Group (Kentucky)
Kentucky
$318K – – –
VBCG
793
Valley Brook Capital Group
Pennsylvania
$318K – – –
SMC
794
Smith, Moore & Co
Missouri
$318K +$18.6K +120 +6%
CBA
795
Coastal Bridge Advisors
Connecticut
$317K +$25.4K +164 +8%
IWA
796
Intercontinental Wealth Advisors
Texas
$316K +$776 +5 +0.2%
BP
797
Ballentine Partners
Massachusetts
$315K -$8.07K -52 -2%
JIC
798
Johnson Investment Counsel
Ohio
$314K +$7.76K +50 +2%
PCM
799
Prelude Capital Management
New York
$312K +$323K +2,082 New
TI
800
Tidal Investments
Wisconsin
$308K -$142K -916 -31%
30 31
32
33 34