We are live on ! Find out more
TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
801
Gryphon Financial Partners
Ohio
$263K +$2.31K +18 +1%
TIA
802
Tiemann Investment Advisors
California
$262K +$13K +101 +6%
CWA Asset Management Group
803
CWA Asset Management Group
Florida
$261K -$97.9K -762 -29%
PAM
804
Peak Asset Management
Colorado
$261K – – –
NRS
805
Neville Rodie & Shaw
New York
$260K – – –
Kestra Private Wealth Services
806
Kestra Private Wealth Services
Texas
$259K +$239K +1,863 New
SIMM
807
Stillwater Investment Management (Minnesota)
Minnesota
$258K +$236K +1,836 New
AMG
808
Advisors Management Group
Wisconsin
$258K +$236K +1,839 New
NL
809
NWAM LLC
Washington
$257K +$235K +1,829 New
SouthState Corp
810
SouthState Corp
Florida
$257K +$235K +1,832 New
ESB
811
Essex Savings Bank
Connecticut
$255K +$233K +1,813 New
SMC
812
Smith, Moore & Co
Missouri
$253K -$32.1K -250 -12%
Associated Banc-Corp
813
Associated Banc-Corp
Wisconsin
$252K +$230K +1,792 New
LWM
814
Loveless Wealth Management
Montana
$252K +$231K +1,795 New
AIA
815
Alera Investment Advisors
Illinois
$251K +$229K +1,785 New
Tidal Investments
816
Tidal Investments
Wisconsin
$250K +$228K +1,778 New
GPWA
817
Great Point Wealth Advisors
Massachusetts
$249K +$228K +1,775 New
JWCA
818
J.W. Cole Advisors
Florida
$248K -$497K -3,873 -69%
Valeo Financial Advisors
819
Valeo Financial Advisors
Indiana
$248K +$37.1K +289 +20%
CYG
820
Clean Yield Group
Vermont
$246K +$6.42K +50 +3%
VCM
821
Vigilant Capital Management
Maine
$244K -$25.7K -200 -10%
Brinker Capital Investments
822
Brinker Capital Investments
Pennsylvania
$243K -$3.83M -29,799 -95%
PVH
823
Psagot Value Holdings
Israel
$243K – – –
AIM
824
Aspen Investment Management
Michigan
$243K +$223K +1,733 New
MFW
825
Meristem Family Wealth
Minnesota
$242K +$221K +1,724 New