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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$211K -$5.8K -55 -3%
PAS
802
Park Avenue Securities
New York
$211K +$195K +1,848 New
NRS
803
Neville Rodie & Shaw
New York
$211K +$195K +1,850 New
TIA
804
Tiemann Investment Advisors
California
$210K +$4.32K +41 +2%
AMG
805
Advisors Management Group
Wisconsin
$210K +$194K +1,839 New
NL
806
NWAM LLC
Washington
$210K +$194K +1,843 New
VC
807
Vicus Capital
Pennsylvania
$210K +$194K +1,845 New
FHA
808
Flagship Harbor Advisors
Massachusetts
$209K -$6.74K -64 -3%
SC
809
SouthState Corp
Florida
$209K +$193K +1,832 New
SIMM
810
Stillwater Investment Management (Minnesota)
Minnesota
$209K +$193K +1,834 New
SWM
811
SeaCrest Wealth Management
New York
$206K +$191K +1,809 New
ESB
812
Essex Savings Bank
Connecticut
$205K +$189K +1,794 New
IAIM
813
International Assets Investment Management
Florida
$204K -$87.2K -827 -32%
TFA
814
Transamerica Financial Advisors
Florida
$204K +$188K +1,783 New
LIM
815
Leavell Investment Management
Alabama
$204K +$188K +1,787 New
HIA
816
Harbor Investment Advisory
Maryland
$203K +$1.05K +10 +0.6%
SVWAG
817
Sound View Wealth Advisors Group
Georgia
$203K +$188K +1,781 New
ACM
818
Advisors Capital Management
New Jersey
$202K +$187K +1,774 New
AW
819
Alpha Windward
Massachusetts
$201K +$632 +6 +0.3%
GVAG
820
Great Valley Advisor Group
Delaware
$201K +$185K +1,760 New
FWM
821
Frontier Wealth Management
Missouri
$200K +$185K +1,757 New
PVH
822
Psagot Value Holdings
Israel
$197K – – –
CYG
823
Clean Yield Group
Vermont
$194K -$39.6K -376 -18%
DAM
824
Delta Asset Management
Tennessee
$188K – – –
CA
825
Clearstead Advisors
Ohio
$186K -$23K -218 -12%
31 32
33
34 35