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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
801
Peak Asset Management
Colorado
$261K – – –
NRS
802
Neville Rodie & Shaw
New York
$260K – – –
KPWS
803
Kestra Private Wealth Services
Texas
$259K +$239K +1,863 New
SIMM
804
Stillwater Investment Management (Minnesota)
Minnesota
$258K +$236K +1,836 New
AMG
805
Advisors Management Group
Wisconsin
$258K +$236K +1,839 New
NL
806
NWAM LLC
Washington
$257K +$235K +1,829 New
SC
807
SouthState Corp
Florida
$257K +$235K +1,832 New
ESB
808
Essex Savings Bank
Connecticut
$255K +$233K +1,813 New
SMC
809
Smith, Moore & Co
Missouri
$253K -$32.1K -250 -12%
ABC
810
Associated Banc-Corp
Wisconsin
$252K +$230K +1,792 New
LWM
811
Loveless Wealth Management
Montana
$252K +$231K +1,795 New
AIA
812
Alera Investment Advisors
Illinois
$251K +$229K +1,785 New
TI
813
Tidal Investments
Wisconsin
$250K +$228K +1,778 New
GPWA
814
Great Point Wealth Advisors
Massachusetts
$249K +$228K +1,775 New
VC
815
Veracity Capital
Georgia
$249K +$1.05M +8,149 +10%
JWCA
816
J.W. Cole Advisors
Florida
$248K -$497K -3,873 -69%
VFA
817
Valeo Financial Advisors
Indiana
$248K +$37.1K +289 +20%
CYG
818
Clean Yield Group
Vermont
$246K +$6.42K +50 +3%
VCM
819
Vigilant Capital Management
Maine
$244K -$25.7K -200 -10%
BCI
820
Brinker Capital Investments
Pennsylvania
$243K -$3.83M -29,799 -95%
PVH
821
Psagot Value Holdings
Israel
$243K – – –
AIM
822
Aspen Investment Management
Michigan
$243K +$223K +1,733 New
MFW
823
Meristem Family Wealth
Minnesota
$242K +$221K +1,724 New
LIM
824
Leavell Investment Management
Alabama
$242K +$222K +1,727 New
CG
825
Cutler Group
California
$241K +$53.9K +420 +32%
31 32
33
34 35