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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
Bison Wealth
Georgia
$272K -$73.5K -597 -22%
BAS
802
Brown Advisory Securities
Maryland
$272K +$14.8K +120 +6%
LWAC
803
Laurel Wealth Advisors (California)
California
$267K +$3.57K +29 +1%
BRWA
804
B. Riley Wealth Advisors
Florida
$263K +$26.5K +215 +12%
FWM
805
Focused Wealth Management
New York
$261K – – –
MBTD
806
Mechanics Bank - Trust Department
California
$261K – – –
PFPT
807
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K +$9.85K +80 +4%
FFA
808
First Foundation Advisors
California
$260K +$1.23K +10 +0.5%
LAIC
809
Lederer & Associates Investment Counsel
California
$260K +$253K +2,055 New
BOH
810
Bank of Hawaii
Hawaii
$259K – – –
SLF
811
Sun Life Financial
Ontario, Canada
$258K +$249K +2,023 +11,239%
SIM
812
Spark Investment Management
New York
$253K +$246K +2,000 New
VKH
813
Virtu KCG Holdings
New York
$252K -$264K -2,146 -52%
SAM
814
Shamrock Asset Management
Texas
$252K -$35K -284 -13%
CIC
815
Carnegie Investment Counsel
Ohio
$252K -$30.5K -248 -11%
MC
816
Menta Capital
California
$251K -$874K -7,100 -78%
AW
817
Alpha Windward
Massachusetts
$251K -$2.95K -24 -1%
DC
818
Davenport & Co
Virginia
$250K -$54.9K -446 -18%
EWM
819
Evermay Wealth Management
Virginia
$247K – – –
EA
820
Edge Advisors
Georgia
$246K -$25.6K -208 -10%
AIA
821
AIMZ Investment Advisors
California
$245K – – –
SWA
822
Sutton Wealth Advisors
Florida
$243K – – –
CT
823
Chicago Trust
Illinois
$239K -$40K -325 -15%
IB
824
Intrust Bank
Kansas
$238K -$8K -65 -3%
SSW
825
Smith Shellnut Wilson
Mississippi
$235K +$243K +1,976 New
31 32
33
34 35