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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
801
Oakworth Capital
Alabama
$346K +$127K +883 +62%
KCM
802
Karp Capital Management
California
$345K -$36.1K -250 -10%
SCA
803
Snowden Capital Advisors
New York
$343K +$9.66K +67 +3%
MWM
804
Marietta Wealth Management
Georgia
$342K -$39.8K -276 -11%
NFP
805
Narus Financial Partners
Utah
$342K +$330K +2,286 New
TPWA
806
TRUE Private Wealth Advisors
Oregon
$341K – – –
IA
807
Independence Advisors
Pennsylvania
$341K +$288 +2 +0.1%
AIA
808
Alera Investment Advisors
Illinois
$340K -$7.93K -55 -2%
WFG
809
Wills Financial Group
Virginia
$340K +$1.3K +9 +0.4%
WCM
810
Windsor Capital Management
Arizona
$338K +$8.36K +58 +3%
SSB
811
Sandy Spring Bank
Maryland
$338K +$31.3K +217 +11%
1IA
812
1834 Investment Advisors
Wisconsin
$335K -$46.1K -320 -13%
LNC
813
Lincoln National Corp
Pennsylvania
$335K +$323K +2,240 New
CC
814
Courier Capital
New York
$332K -$5.34K -37 -2%
LWAC
815
Laurel Wealth Advisors (California)
California
$332K +$433 +3 +0.1%
LFAS
816
Level Four Advisory Services
Texas
$330K +$8.65K +60 +3%
WWM
817
Windsor Wealth Management
Indiana
$329K +$66.9K +464 +27%
OPA
818
Old Port Advisors
Maine
$328K -$25.2K -175 -8%
LAIC
819
Lederer & Associates Investment Counsel
California
$327K -$76.4K -530 -20%
CYG
820
Clean Yield Group
Vermont
$324K +$17.9K +124 +6%
SMC
821
Smith, Moore & Co
Missouri
$323K -$7.21K -50 -2%
MSR
822
Main Street Research
Connecticut
$321K +$310K +2,148 New
OIA
823
OneDigital Investment Advisors
Kansas
$316K +$285K +1,979 +1,511%
ABC
824
Associated Banc-Corp
Wisconsin
$315K -$14.1K -98 -4%
SSG
825
Summit Securities Group
New York
$314K +$303K +2,100 New
31 32
33
34 35