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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
801
Alpha Windward
Massachusetts
$250K +$1.37K +12 +0.6%
RWM
802
RKL Wealth Management
Pennsylvania
$245K -$3.2K -28 -1%
SLG
803
Stanley-Laman Group
Pennsylvania
$245K – – –
AWCI
804
Alpine Woods Capital Investors
New York
$245K +$228K +2,000 New
IAM
805
Impax Asset Management
New Hampshire
$244K +$11.4K +100 +5%
MWAC
806
Mariner Wealth Advisors (Cincinnati)
Ohio
$243K +$227K +1,984 New
IB
807
Intrust Bank
Kansas
$238K -$12.1K -106 -5%
EA
808
Edge Advisors
Georgia
$238K +$223K +1,951 New
AIA
809
AIMZ Investment Advisors
California
$237K – – –
VST
810
Van Strum & Towne
California
$237K – – –
SWA
811
Sutton Wealth Advisors
Florida
$235K – – –
BPM
812
Bowling Portfolio Management
Ohio
$235K -$228 -2 -0.1%
SC
813
SouthState Corp
Florida
$235K +$219K +1,917 New
ZCA
814
Zeke Capital Advisors
Pennsylvania
$230K +$215K +1,880 New
RWM
815
Ritholtz Wealth Management
New York
$230K +$215K +1,882 New
WCM
816
Weatherstone Capital Management
Colorado
$228K +$212K +1,860 New
CBT
817
Central Bank & Trust
Kentucky
$227K -$13.8K -121 -6%
NRS
818
Neville Rodie & Shaw
New York
$226K – – –
AAM
819
Aureus Asset Management
Massachusetts
$226K +$11.4K +100 +6%
BRWA
820
B. Riley Wealth Advisors
Florida
$224K -$211K -1,849 -50%
PCM
821
Prelude Capital Management
New York
$223K +$69.1K +605 +50%
OC
822
Oakworth Capital
Alabama
$221K +$31.4K +275 +16%
SSW
823
Smith Shellnut Wilson
Mississippi
$221K +$206K +1,806 New
CAM
824
Congress Asset Management
Massachusetts
$220K -$20K -175 -9%
WP
825
WMS Partners
Maryland
$219K – – –
31 32
33
34 35