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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Stockman Wealth Management
Montana
$212K +$196K +1,862 New
CCM
802
Coldstream Capital Management
Washington
$211K -$2.22M -21,090 -92%
PFBT
803
Parkside Financial Bank & Trust
Missouri
$211K -$5.8K -55 -3%
PAS
804
Park Avenue Securities
New York
$211K +$195K +1,848 New
NRS
805
Neville Rodie & Shaw
New York
$211K +$195K +1,850 New
TIA
806
Tiemann Investment Advisors
California
$210K +$4.32K +41 +2%
AMG
807
Advisors Management Group
Wisconsin
$210K +$194K +1,839 New
NL
808
NWAM LLC
Washington
$210K +$194K +1,843 New
VC
809
Vicus Capital
Pennsylvania
$210K +$194K +1,845 New
FHA
810
Flagship Harbor Advisors
Massachusetts
$209K -$6.74K -64 -3%
SC
811
SouthState Corp
Florida
$209K +$193K +1,832 New
SIMM
812
Stillwater Investment Management (Minnesota)
Minnesota
$209K +$193K +1,834 New
SWM
813
SeaCrest Wealth Management
New York
$206K +$191K +1,809 New
ESB
814
Essex Savings Bank
Connecticut
$205K +$189K +1,794 New
IAIM
815
International Assets Investment Management
Florida
$204K -$87.2K -827 -32%
TFA
816
Transamerica Financial Advisors
Florida
$204K +$188K +1,783 New
LIM
817
Leavell Investment Management
Alabama
$204K +$188K +1,787 New
HIA
818
Harbor Investment Advisory
Maryland
$203K +$1.05K +10 +0.6%
SVWAG
819
Sound View Wealth Advisors Group
Georgia
$203K +$188K +1,781 New
ACM
820
Advisors Capital Management
New Jersey
$202K +$187K +1,774 New
AW
821
Alpha Windward
Massachusetts
$201K +$632 +6 +0.3%
GVAG
822
Great Valley Advisor Group
Delaware
$201K +$185K +1,760 New
FWM
823
Frontier Wealth Management
Missouri
$200K +$185K +1,757 New
PVH
824
Psagot Value Holdings
Israel
$197K – – –
CYG
825
Clean Yield Group
Vermont
$194K -$39.6K -376 -18%
31 32
33
34 35