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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
776
Transatlantique Private Wealth
New York
$545K -$5.59K -26 -0.9%
RI
777
Rinkey Investments
California
$544K
EFA
778
Evernest Financial Advisors
Indiana
$542K +$84.9K +395 +17%
FRM
779
Foundation Resource Management
Arkansas
$542K
LFAS
780
Level Four Advisory Services
Texas
$541K +$48.6K +226 +9%
AssetMark Inc
781
AssetMark Inc
California
$540K -$18.1K -84 -3%
BWP
782
Baldwin Wealth Partners
Massachusetts
$539K -$12.9K -60 -2%
CHAM
783
Clear Harbor Asset Management
Connecticut
$534K +$1.5K +7 +0.3%
SWM
784
Sugarloaf Wealth Management
Georgia
$533K
WF
785
Welch & Forbes
Massachusetts
$532K -$138K -640 -20%
SIG
786
Sky Investment Group
Connecticut
$532K
JAG
787
Journey Advisory Group
Kentucky
$531K -$102K -475 -15%
SFS
788
Stiles Financial Services
Minnesota
$531K -$33.1K -154 -6%
SWS
789
SYSTM Wealth Solutions
Illinois
$530K -$1.1M -5,129 -66%
CAM
790
Cozad Asset Management
Illinois
$530K +$46.4K +216 +9%
CF
791
Centaurus Financial
California
$528K -$29.4K -137 -5%
FSA
792
Franklin Street Advisors
North Carolina
$524K -$3.01K -14 -0.5%
LA
793
LVW Advisors
New York
$523K -$78.2K -364 -12%
OFS
794
Orrstown Financial Services
Pennsylvania
$521K
RWA
795
River Wealth Advisors
Pennsylvania
$520K +$215 +1 +0%
HIM
796
Hillsdale Investment Management
Ontario, Canada
$519K
FNBSF
797
First National Bank Sioux Falls
South Dakota
$518K +$5.37K +25 +1%
Fidelity International
798
Fidelity International
Bermuda
$516K +$412K +1,917 +309%
DWP
799
Daymark Wealth Partners
Ohio
$516K +$29.4K +137 +0.1%
BOH
800
Bank of Hawaii
Hawaii
$514K -$30.1K -140 -5%