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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
801
Rampart Investment Management
Connecticut
$305K -$1.35M -10,819 -81%
MCM
802
Manchester Capital Management
Vermont
$302K – – –
RWA
803
Ropes Wealth Advisors
Massachusetts
$301K -$576K -4,600 -65%
BPWA
804
Beacon Pointe Wealth Advisors
California
$301K +$314K +2,506 New
NNP
805
Nachman Norwood & Parrott
South Carolina
$300K +$313K +2,504 New
WPW
806
Waldron Private Wealth
Pennsylvania
$297K +$310K +2,480 New
VC
807
Vicus Capital
Pennsylvania
$295K +$16.5K +132 +6%
PCMC
808
Private Capital Management (Colorado)
Colorado
$295K +$309K +2,465 New
ST
809
Smithfield Trust
Pennsylvania
$294K -$115K -916 -27%
CPO
810
Cerity Partners OCIO
New York
$293K -$41.9K -335 -12%
DCM
811
Donaldson Capital Management
Indiana
$291K -$1.63K -13 -0.5%
PWM
812
PRW Wealth Management
Massachusetts
$291K +$516K +4,125 New
TL
813
Tirschwell & Loewy
New York
$289K – – –
OPA
814
Old Port Advisors
Maine
$289K +$296K +2,365 New
BEAM
815
Baker Ellis Asset Management
Washington
$287K – – –
AP
816
Appleton Partners
Massachusetts
$287K +$21.8K +174 +8%
AIA
817
Alera Investment Advisors
Illinois
$287K +$300K +2,396 New
S
818
Surevest
California
$287K +$300K +2,396 New
Assenagon Asset Management
819
Assenagon Asset Management
Luxembourg
$287K +$300K +2,400 New
CCP
820
Corient Capital Partners
California
$285K +$65.2K +521 +28%
IRC
821
Investors Research Corp
Georgia
$284K – – –
KFGK
822
Keystone Financial Group (Kentucky)
Kentucky
$283K -$3.5K -28 -1%
CS
823
Cannell & Spears
New York
$283K – – –
FG
824
Fiduciary Group
Georgia
$283K – – –
LJAC
825
L.J. Altfest & Co
New York
$279K -$11.3K -90 -4%