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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PP
801
Paloma Partners
Connecticut
$304K -$2.65M -17,060 -89%
MSFP
802
Mark Sheptoff Financial Planning
Connecticut
$304K -$6.36K -41 -2%
ECG
803
Edge Capital Group
Georgia
$303K -$78.2K -504 -20%
DFCM
804
Dark Forest Capital Management
Puerto Rico
$300K +$311K +2,003 New
TC
805
TAP Consulting
Missouri
$299K – – –
MC
806
Machina Capital
France
$299K +$310K +2,000 New
DLCIG
807
D.L. Carlson Investment Group
New Hampshire
$294K – – –
SWA
808
Sutton Wealth Advisors
Florida
$293K – – –
MIM
809
Marco Investment Management
Georgia
$290K – – –
MBTD
810
Mechanics Bank - Trust Department
California
$289K -$27.2K -175 -8%
MPIA
811
Mountain Pacific Investment Advisers
Idaho
$289K – – –
IAN
812
Integrated Advisors Network
Texas
$289K +$6.05K +39 +2%
AIA
813
Alera Investment Advisors
Illinois
$287K +$20.9K +135 +8%
WPP
814
Whalerock Point Partners
Rhode Island
$287K – – –
WPW
815
Warther Private Wealth
Ohio
$286K +$292K +1,883 New
ESCM
816
Echo Street Capital Management
New York
$285K +$296K +1,905 New
BFO
817
Boston Family Office
Massachusetts
$284K -$15.5K -100 -5%
CAMG
818
CWA Asset Management Group
Florida
$281K -$776 -5 -0.3%
IRC
819
Investors Research Corp
Georgia
$281K – – –
MWM
820
Modera Wealth Management
New Jersey
$280K +$4.5K +29 +2%
SWM
821
Stockman Wealth Management
Montana
$279K – – –
PAM
822
Peak Asset Management
Colorado
$278K – – –
ESB
823
Essex Savings Bank
Connecticut
$277K -$11.9K -77 -4%
AMG
824
Advisors Management Group
Wisconsin
$275K – – –
SIMM
825
Stillwater Investment Management (Minnesota)
Minnesota
$275K – – –