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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
801
ForthRight Wealth Management
Georgia
$339K
AssetMark Inc
802
AssetMark Inc
California
$339K +$4.71K +29 +1%
VWA
803
V Wealth Advisors
Kansas
$336K
DWM
804
Doyle Wealth Management
Florida
$336K +$1.79K +11 +0.5%
ICG
805
InterOcean Capital Group
Tennessee
$335K -$76.9K -473 -18%
FCBT
806
First Citizens Bank & Trust
North Carolina
$334K -$10.4K -64 -3%
FG
807
Fiduciary Group
Georgia
$333K +$4.88K +30 +2%
SFA
808
Sequoia Financial Advisors
Ohio
$331K -$160K -986 -31%
RWA
809
River Wealth Advisors
Pennsylvania
$330K -$32.4K -199 -8%
SW
810
SlateStone Wealth
Florida
$329K +$9.92K +61 +3%
MAG
811
Mayfair Advisory Group
Alabama
$326K -$488 -3 -0.1%
TF
812
Trek Financial
Arizona
$326K +$346K +2,129 New
FFG
813
Fortem Financial Group
California
$325K -$57.2K -352 -14%
VBCG
814
Valley Brook Capital Group
Pennsylvania
$325K
5L
815
55I LLC
Massachusetts
$323K +$344K +2,113 New
WPW
816
Warther Private Wealth
Ohio
$321K -$18.2K -112 -5%
KFGK
817
Keystone Financial Group (Kentucky)
Kentucky
$319K +$1.14K +7 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
818
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$318K -$488K -3,000 -59%
RPGK
819
Retirement Planning Group (Kansas)
Kansas
$318K +$337K +2,074 New
DI
820
Diligent Investors
California
$315K +$334K +2,056 New
EWM
821
Evermay Wealth Management
Virginia
$314K +$9.76K +60 +3%
1IA
822
1620 Investment Advisors
Massachusetts
$312K -$2.6K -16 -0.8%
JIC
823
Johnson Investment Counsel
Ohio
$311K -$31.2K -192 -9%
SWM
824
Stockman Wealth Management
Montana
$310K
IAN
825
Integrated Advisors Network
Texas
$309K -$20.2K -124 -6%