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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Modera Wealth Management
New Jersey
$438K +$1.8K +10 +0.4%
BTW
802
Boston Trust Walden
Massachusetts
$436K – – –
FNBOSM
803
First National Bank of South Miami
Florida
$433K – – –
WANY
804
Wealthspire Advisors (New York)
New York
$433K +$86.7K +482 +26%
CRWM
805
Castle Rock Wealth Management
California
$429K – – –
ICG
806
InterOcean Capital Group
Tennessee
$429K +$18K +100 +5%
SWM
807
Salvus Wealth Management
New Jersey
$425K +$7.2K +40 +2%
FMTC
808
Farmers & Merchants Trust Company
California
$422K -$46.6K -259 -10%
WAM
809
WFA Asset Management
Wisconsin
$421K +$2.52K +14 +0.6%
SWM
810
SeaCrest Wealth Management
New York
$421K +$180 +1 +0%
PMFA
811
Plante Moran Financial Advisors
Michigan
$421K +$43.7K +243 +12%
HH
812
Hilltop Holdings
Texas
$420K +$45.7K +254 +13%
BCA
813
Bay Colony Advisors
Massachusetts
$419K +$129K +715 +47%
OAM
814
Oberweis Asset Management
Illinois
$417K +$360 +2 +0.1%
TFS
815
TrustCore Financial Services
Tennessee
$417K – – –
Connor, Clark & Lunn Investment Management (CC&L)
816
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$417K -$4.66M -25,907 -92%
WSTAM
817
Wilbanks Smith & Thomas Asset Management
Virginia
$417K -$6.48K -36 -2%
IWM
818
IHT Wealth Management
Illinois
$416K -$79K -439 -17%
SGCA
819
Steel Grove Capital Advisors
Tennessee
$416K – – –
KCM
820
Kathmere Capital Management
Pennsylvania
$415K +$399K +2,216 New
FWM
821
ForthRight Wealth Management
Georgia
$415K – – –
AssetMark Inc
822
AssetMark Inc
California
$407K -$7.38K -41 -2%
RWA
823
River Wealth Advisors
Pennsylvania
$404K – – –
AP
824
Appleton Partners
Massachusetts
$401K -$20.1K -112 -5%
LFAS
825
Level Four Advisory Services
Texas
$401K +$384K +2,137 New