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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
801
TrustCore Financial Services
Tennessee
$344K
CFS
802
CRA Financial Services
New Jersey
$344K +$344K +2,200 New
WAM
803
WFA Asset Management
Wisconsin
$344K +$343K +2,196 New
AP
804
Appleton Partners
Massachusetts
$343K -$62.5K -400 -15%
VWA
805
V Wealth Advisors
Kansas
$343K -$1.41K -9 -0.4%
SWM
806
Salvus Wealth Management
New Jersey
$342K -$22.7K -145 -6%
FCBT
807
First Citizens Bank & Trust
North Carolina
$340K
MGP
808
Metis Global Partners
California
$340K +$340K +2,177 New
BP
809
Ballentine Partners
Massachusetts
$339K
GC
810
Grimes & Company
Massachusetts
$339K
LJAC
811
L.J. Altfest & Co
New York
$338K -$1.72K -11 -0.5%
WSFS
812
Wilmington Savings Fund Society
Delaware
$338K
DWM
813
Doyle Wealth Management
Florida
$336K
Simplex Trading
814
Simplex Trading
Illinois
$335K +$335K +2,144 New
JFL
815
Jarislowsky, Fraser Ltd
Quebec, Canada
$334K
MA
816
MKT Advisors
California
$334K +$311K +1,990 New
LFAS
817
Level Four Advisory Services
Texas
$332K -$65.2K -417 -16%
KFGK
818
Keystone Financial Group (Kentucky)
Kentucky
$332K
SMC
819
Smith, Moore & Co
Missouri
$332K
VBCG
820
Valley Brook Capital Group
Pennsylvania
$332K
GFP
821
Gryphon Financial Partners
Ohio
$332K +$43.9K +281 +15%
CIC
822
Carnegie Investment Counsel
Ohio
$329K +$88.9K +569 +37%
MS
823
Maven Securities
Jersey
$329K +$329K +2,105 New
VAFP
824
Vahanian & Associates Financial Planning
New York
$326K +$325K +2,081 New
PCM
825
Prelude Capital Management
New York
$321K +$321K +2,054 New