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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
776
Trust Asset Management
Texas
$546K – – –
TPW
777
Transatlantique Private Wealth
New York
$545K -$5.59K -26 -0.9%
RI
778
Rinkey Investments
California
$544K – – –
EFA
779
Evernest Financial Advisors
Indiana
$542K +$84.9K +395 +17%
FRM
780
Foundation Resource Management
Arkansas
$542K – – –
LFAS
781
Level Four Advisory Services
Texas
$541K +$48.6K +226 +9%
AssetMark Inc
782
AssetMark Inc
California
$540K -$18.1K -84 -3%
BWP
783
Baldwin Wealth Partners
Massachusetts
$539K -$12.9K -60 -2%
CHAM
784
Clear Harbor Asset Management
Connecticut
$534K +$1.5K +7 +0.3%
SWM
785
Sugarloaf Wealth Management
Georgia
$533K – – –
WF
786
Welch & Forbes
Massachusetts
$532K -$138K -640 -20%
SIG
787
Sky Investment Group
Connecticut
$532K – – –
JAG
788
Journey Advisory Group
Kentucky
$531K -$102K -475 -15%
SFS
789
Stiles Financial Services
Minnesota
$531K -$33.1K -154 -6%
SWS
790
SYSTM Wealth Solutions
Illinois
$530K -$1.1M -5,129 -66%
CAM
791
Cozad Asset Management
Illinois
$530K +$46.4K +216 +9%
CF
792
Centaurus Financial
California
$528K -$29.4K -137 -5%
FSA
793
Franklin Street Advisors
North Carolina
$524K -$3.01K -14 -0.5%
LA
794
LVW Advisors
New York
$523K -$78.2K -364 -12%
OFS
795
Orrstown Financial Services
Pennsylvania
$521K – – –
RWA
796
River Wealth Advisors
Pennsylvania
$520K +$215 +1 +0%
HIM
797
Hillsdale Investment Management
Ontario, Canada
$519K – – –
FNBSF
798
First National Bank Sioux Falls
South Dakota
$518K +$5.37K +25 +1%
Fidelity International
799
Fidelity International
Bermuda
$516K +$412K +1,917 +309%
DWP
800
Daymark Wealth Partners
Ohio
$516K +$29.4K +137 +0.1%