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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
776
AssetMark Inc
California
$637K +$14.8K +67 +3%
SW
777
SkyOak Wealth
Michigan
$636K -$2.65K -12 -0.4%
WA
778
Waverly Advisors
Alabama
$633K -$53.4K -242 -8%
ABC
779
Associated Banc-Corp
Wisconsin
$631K -$5.73K -26 -1%
EB
780
Eastern Bank
Massachusetts
$629K +$593K +2,688 New
OFS
781
Orrstown Financial Services
Pennsylvania
$629K +$26.7K +121 +5%
TAM
782
Trust Asset Management
Texas
$628K – – –
RI
783
Rinkey Investments
California
$626K – – –
FRM
784
Foundation Resource Management
Arkansas
$624K – – –
BHPW
785
Beverly Hills Private Wealth
California
$623K -$55.1K -250 -9%
TSS
786
Two Sigma Securities
New York
$623K +$179K +814 +44%
AWM
787
Aries Wealth Management
Maine
$622K -$45K -204 -7%
SFS
788
Stiles Financial Services
Minnesota
$622K +$10.4K +47 +2%
Fidelity International
789
Fidelity International
Bermuda
$621K +$25.4K +115 +5%
SWP
790
Stratos Wealth Partners
Ohio
$618K -$25.4K -115 -4%
PS
791
Principal Securities
Iowa
$616K +$70.8K +321 +14%
EFA
792
Evernest Financial Advisors
Indiana
$615K -$8.82K -40 -2%
SWM
793
Sugarloaf Wealth Management
Georgia
$614K – – –
CHAM
794
Clear Harbor Asset Management
Connecticut
$614K -$1.54K -7 -0.3%
WF
795
Welch & Forbes
Massachusetts
$614K – – –
JAG
796
Journey Advisory Group
Kentucky
$612K +$88.2K +400 +15%
CAM
797
Cozad Asset Management
Illinois
$610K – – –
LTAS
798
Linden Thomas Advisory Services
North Carolina
$608K +$137K +623 +32%
BTW
799
Boston Trust Walden
Massachusetts
$605K +$118K +533 +26%
DWP
800
Daymark Wealth Partners
Ohio
$604K +$25.1K +114 +0.1%