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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
776
ForthRight Wealth Management
Georgia
$331K +$48.7K +314 +17%
RWA
777
River Wealth Advisors
Pennsylvania
$328K – – –
QVT
778
Quantitative Value Technologies
Kansas
$327K – – –
LJAC
779
L.J. Altfest & Co
New York
$327K +$776 +5 +0.2%
FCBT
780
First Citizens Bank & Trust
North Carolina
$325K -$1.55K -10 -0.5%
GC
781
Grimes & Company
Massachusetts
$325K +$11.3K +73 +3%
FAM
782
Formidable Asset Management
Ohio
$325K +$66.4K +428 +25%
PMFA
783
Plante Moran Financial Advisors
Michigan
$325K +$93.1K +600 +38%
CRCM
784
Corbett Road Capital Management
Virginia
$324K +$336K +2,167 New
DWM
785
Doyle Wealth Management
Florida
$322K – – –
CIP
786
Convergence Investment Partners
Florida
$318K -$6.52K -42 -2%
DWM
787
Defined Wealth Management
Oregon
$318K -$6.21K -40 -2%
KFGK
788
Keystone Financial Group (Kentucky)
Kentucky
$318K – – –
VBCG
789
Valley Brook Capital Group
Pennsylvania
$318K – – –
SMC
790
Smith, Moore & Co
Missouri
$318K +$18.6K +120 +6%
CBA
791
Coastal Bridge Advisors
Connecticut
$317K +$25.4K +164 +8%
IWA
792
Intercontinental Wealth Advisors
Texas
$316K +$776 +5 +0.2%
BP
793
Ballentine Partners
Massachusetts
$315K -$8.07K -52 -2%
JIC
794
Johnson Investment Counsel
Ohio
$314K +$7.76K +50 +2%
PCM
795
Prelude Capital Management
New York
$312K +$323K +2,082 New
TI
796
Tidal Investments
Wisconsin
$308K -$142K -916 -31%
PP
797
Paloma Partners
Connecticut
$304K -$2.65M -17,060 -89%
MSFP
798
Mark Sheptoff Financial Planning
Connecticut
$304K -$6.36K -41 -2%
ECG
799
Edge Capital Group
Georgia
$303K -$78.2K -504 -20%
DFCM
800
Dark Forest Capital Management
Puerto Rico
$300K +$311K +2,003 New
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