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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
776
Wilmington Savings Fund Society
Delaware
$328K -$42.6K -275 -11%
AWM
777
Apollon Wealth Management
South Carolina
$328K +$334K +2,157 New
DWM
778
Doyle Wealth Management
Florida
$327K – – –
JFL
779
Jarislowsky, Fraser Ltd
Quebec, Canada
$325K -$60.4K -390 -15%
FAM
780
Formidable Asset Management
Ohio
$325K +$4.18K +27 +1%
KFGK
781
Keystone Financial Group (Kentucky)
Kentucky
$323K – – –
SMC
782
Smith, Moore & Co
Missouri
$323K – – –
VBCG
783
Valley Brook Capital Group
Pennsylvania
$323K – – –
CBA
784
Coastal Bridge Advisors
Connecticut
$323K +$464 +3 +0.1%
GCP
785
GSA Capital Partners
United Kingdom
$323K +$329K +2,125 New
DWM
786
Defined Wealth Management
Oregon
$322K – – –
IAIM
787
International Assets Investment Management
Florida
$321K +$327K +2,110 New
FMT
788
First Mercantile Trust
Tennessee
$317K -$32.7K -211 -9%
PI
789
PEAK6 Investments
Illinois
$305K +$310K +2,004 New
BCM
790
Bayesian Capital Management
New York
$304K -$1.2M -7,768 -80%
TC
791
TAP Consulting
Missouri
$304K – – –
FNC
792
First National Corp
Massachusetts
$302K +$308K +1,988 New
MSFP
793
Mark Sheptoff Financial Planning
Connecticut
$301K -$7.74K -50 -2%
OPS
794
Orion Portfolio Solutions
Nebraska
$300K +$54.5K +352 +22%
IAN
795
Integrated Advisors Network
Texas
$298K +$4.95K +32 +2%
SWA
796
Sutton Wealth Advisors
Florida
$297K -$464 -3 -0.2%
SS
797
Simplicity Solutions
Minnesota
$297K +$91.6K +592 +43%
MIM
798
Marco Investment Management
Georgia
$294K – – –
MBTD
799
Mechanics Bank - Trust Department
California
$293K – – –
MPIA
800
Mountain Pacific Investment Advisers
Idaho
$293K – – –
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