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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
801
Steel Grove Capital Advisors
Tennessee
$375K
VC
802
Veracity Capital
Georgia
$375K +$27.1K +156 +8%
FWM
803
ForthRight Wealth Management
Georgia
$374K
IWA
804
Intercontinental Wealth Advisors
Texas
$372K
TFS
805
TrustCore Financial Services
Tennessee
$372K
VWA
806
V Wealth Advisors
Kansas
$370K +$174 +1 +0%
AssetMark Inc
807
AssetMark Inc
California
$369K -$40.8K -235 -10%
DWM
808
Doyle Wealth Management
Florida
$369K -$521 -3 -0.1%
HH
809
Hilltop Holdings
Texas
$364K +$695 +4 +0.2%
IAN
810
Integrated Advisors Network
Texas
$362K +$28.5K +164 +8%
JFL
811
Jarislowsky, Fraser Ltd
Quebec, Canada
$361K
CBA
812
Coastal Bridge Advisors
Connecticut
$360K +$521 +3 +0.1%
ACP
813
Arcus Capital Partners
Georgia
$359K -$1.56K -9 -0.4%
SMC
814
Smith, Moore & Co
Missouri
$359K
VBCG
815
Valley Brook Capital Group
Pennsylvania
$359K
TSS
816
Two Sigma Securities
New York
$357K +$41.5K +239 +13%
SW
817
SlateStone Wealth
Florida
$353K +$154K +886 +74%
KFGK
818
Keystone Financial Group (Kentucky)
Kentucky
$351K
QCM
819
Quantinno Capital Management
New York
$350K +$359K +2,068 New
CIM
820
Cambria Investment Management
California
$349K +$359K +2,065 New
1IA
821
1620 Investment Advisors
Massachusetts
$348K +$357K +2,055 New
FHA
822
Flagship Harbor Advisors
Massachusetts
$347K +$72.3K +416 +25%
PMFA
823
Plante Moran Financial Advisors
Michigan
$345K +$354K +2,039 +203,900%
CSB
824
City State Bank
Iowa
$344K -$149K -856 -30%
SCA
825
Snowden Capital Advisors
New York
$344K +$10.6K +61 +3%