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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
WFA Asset Management
Wisconsin
$404K +$2.06K +12 +0.5%
CGL
802
Clarius Group LLC
Washington
$402K – – –
TFS
803
TrustCore Financial Services
Tennessee
$402K – – –
IWA
804
Intercontinental Wealth Advisors
Texas
$401K – – –
AP
805
Appleton Partners
Massachusetts
$400K – – –
VWA
806
V Wealth Advisors
Kansas
$400K – – –
DWM
807
Doyle Wealth Management
Florida
$400K +$6.17K +36 +2%
FCBT
808
First Citizens Bank & Trust
North Carolina
$397K – – –
GC
809
Grimes & Company
Massachusetts
$396K – – –
HH
810
Hilltop Holdings
Texas
$393K -$35.7K -208 -9%
JFL
811
Jarislowsky, Fraser Ltd
Quebec, Canada
$391K – – –
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$391K +$1.54K +9 +0.4%
RMDI
813
R.M. Davis Inc
Maine
$390K -$44.7K -261 -11%
CBA
814
Coastal Bridge Advisors
Connecticut
$389K -$180K -1,050 -33%
ACP
815
Arcus Capital Partners
Georgia
$389K -$33.8K -197 -8%
SMC
816
Smith, Moore & Co
Missouri
$388K – – –
VBCG
817
Valley Brook Capital Group
Pennsylvania
$388K – – –
DL
818
DOHJ LLC
Washington
$386K -$229K -1,335 -39%
JIC
819
Johnson Investment Counsel
Ohio
$381K -$21.4K -125 -6%
RWP
820
Ridgecrest Wealth Partners
California
$380K +$42.9K +250 +14%
KFGK
821
Keystone Financial Group (Kentucky)
Kentucky
$379K -$8.57K -50 -2%
EWM
822
Evermay Wealth Management
Virginia
$377K -$25.7K -150 -7%
VC
823
Veracity Capital
Georgia
$377K +$354K +2,064 New
BCFD
824
Boit C.F. David
$375K – – –
MAG
825
Mayfair Advisory Group
Alabama
$374K -$137K -802 -28%
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