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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
801
Laurel Wealth Advisors (California)
California
$267K +$3.57K +29 +1%
BRWA
802
B. Riley Wealth Advisors
Florida
$263K +$26.5K +215 +12%
FWM
803
Focused Wealth Management
New York
$261K – – –
MBTD
804
Mechanics Bank - Trust Department
California
$261K – – –
PFPT
805
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K +$9.85K +80 +4%
FFA
806
First Foundation Advisors
California
$260K +$1.23K +10 +0.5%
LAIC
807
Lederer & Associates Investment Counsel
California
$260K +$253K +2,055 New
BOH
808
Bank of Hawaii
Hawaii
$259K – – –
SLF
809
Sun Life Financial
Ontario, Canada
$258K +$249K +2,023 +11,239%
SIM
810
Spark Investment Management
New York
$253K +$246K +2,000 New
VKH
811
Virtu KCG Holdings
New York
$252K -$264K -2,146 -52%
SAM
812
Shamrock Asset Management
Texas
$252K -$35K -284 -13%
CIC
813
Carnegie Investment Counsel
Ohio
$252K -$30.5K -248 -11%
MC
814
Menta Capital
California
$251K -$874K -7,100 -78%
AW
815
Alpha Windward
Massachusetts
$251K -$2.95K -24 -1%
DC
816
Davenport & Co
Virginia
$250K -$54.9K -446 -18%
EWM
817
Evermay Wealth Management
Virginia
$247K – – –
EA
818
Edge Advisors
Georgia
$246K -$25.6K -208 -10%
AIA
819
AIMZ Investment Advisors
California
$245K – – –
SWA
820
Sutton Wealth Advisors
Florida
$243K – – –
IB
821
Intrust Bank
Kansas
$238K -$8K -65 -3%
SSW
822
Smith Shellnut Wilson
Mississippi
$235K +$243K +1,976 New
NRS
823
Neville Rodie & Shaw
New York
$234K – – –
SIMM
824
Stillwater Investment Management (Minnesota)
Minnesota
$234K – – –
CHAM
825
Clear Harbor Asset Management
Connecticut
$233K -$241K -1,960 Closed
31 32
33
34 35