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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GC
801
Grimes & Company
Massachusetts
$339K -$813 -5 -0.2%
FWM
802
ForthRight Wealth Management
Georgia
$339K – – –
AssetMark Inc
803
AssetMark Inc
California
$339K +$4.71K +29 +1%
VWA
804
V Wealth Advisors
Kansas
$336K – – –
DWM
805
Doyle Wealth Management
Florida
$336K +$1.79K +11 +0.5%
ICG
806
InterOcean Capital Group
Tennessee
$335K -$76.9K -473 -18%
FCBT
807
First Citizens Bank & Trust
North Carolina
$334K -$10.4K -64 -3%
FG
808
Fiduciary Group
Georgia
$333K +$4.88K +30 +2%
SFA
809
Sequoia Financial Advisors
Ohio
$331K -$160K -986 -31%
RWA
810
River Wealth Advisors
Pennsylvania
$330K -$32.4K -199 -8%
SW
811
SlateStone Wealth
Florida
$329K +$9.92K +61 +3%
MAG
812
Mayfair Advisory Group
Alabama
$326K -$488 -3 -0.1%
TF
813
Trek Financial
Arizona
$326K +$346K +2,129 New
FFG
814
Fortem Financial Group
California
$325K -$57.2K -352 -14%
VBCG
815
Valley Brook Capital Group
Pennsylvania
$325K – – –
5L
816
55I LLC
Massachusetts
$323K +$344K +2,113 New
WPW
817
Warther Private Wealth
Ohio
$321K -$18.2K -112 -5%
KFGK
818
Keystone Financial Group (Kentucky)
Kentucky
$319K +$1.14K +7 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
819
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$318K -$488K -3,000 -59%
RPGK
820
Retirement Planning Group (Kansas)
Kansas
$318K +$337K +2,074 New
DI
821
Diligent Investors
California
$315K +$334K +2,056 New
EWM
822
Evermay Wealth Management
Virginia
$314K +$9.76K +60 +3%
1IA
823
1620 Investment Advisors
Massachusetts
$312K -$2.6K -16 -0.8%
JIC
824
Johnson Investment Counsel
Ohio
$311K -$31.2K -192 -9%
SWM
825
Stockman Wealth Management
Montana
$310K – – –