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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
801
Laurel Wealth Advisors (California)
California
$251K +$251K +2,087 New
ISL
802
Ingalls & Snyder LLC
New York
$249K -$60.1K -500 -19%
FWM
803
Focused Wealth Management
New York
$249K – – –
MBTD
804
Mechanics Bank - Trust Department
California
$248K – – –
FFA
805
First Foundation Advisors
California
$247K -$103K -853 -29%
BOH
806
Bank of Hawaii
Hawaii
$247K -$15.7K -131 -6%
SC
807
SouthState Corp
Florida
$247K +$15.7K +131 +7%
MIAN
808
Mariner Independent Advisor Network
Kansas
$247K +$246K +2,050 New
BAS
809
Brown Advisory Securities
Maryland
$244K -$6.25K -52 -2%
HIS
810
Horizon Investment Services
Indiana
$243K -$76.8K -639 -24%
AW
811
Alpha Windward
Massachusetts
$242K -$3.85K -32 -2%
RWM
812
RKL Wealth Management
Pennsylvania
$241K – – –
PFPT
813
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$238K +1,980 New
FFEC
814
First Financial Equity Corporation
Arizona
$239K +$238K +1,981 New
CHAM
815
Clear Harbor Asset Management
Connecticut
$236K -$45.1K -375 -16%
IB
816
Intrust Bank
Kansas
$235K – – –
EWM
817
Evermay Wealth Management
Virginia
$235K +$235K +1,952 New
AIA
818
AIMZ Investment Advisors
California
$234K – – –
SWA
819
Sutton Wealth Advisors
Florida
$232K – – –
WCM
820
Weatherstone Capital Management
Colorado
$231K +$6.73K +56 +3%
SOAMC
821
Spirit of America Management Corp
New York
$229K -$192K -1,600 -46%
LCOV
822
London Company of Virginia
Virginia
$225K -$85.3K -710 -28%
AMG
823
Advisors Management Group
Wisconsin
$225K +$28.7K +239 +15%
BRWA
824
B. Riley Wealth Advisors
Florida
$224K +$3.73K +31 +2%
NRS
825
Neville Rodie & Shaw
New York
$223K – – –
31 32
33
34 35