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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
801
Gryphon Financial Partners
Ohio
$444K +$108K +623 +35%
TWA
802
TCI Wealth Advisors
Arizona
$443K -$3.46K -20 -0.9%
CSB
803
City State Bank
Iowa
$441K
AP
804
Appleton Partners
Massachusetts
$441K +$31.3K +181 +8%
RWA
805
River Wealth Advisors
Pennsylvania
$438K -$9.35K -54 -2%
MLL
806
Moody Lynn & Lieberson
Massachusetts
$438K
ICG
807
InterOcean Capital Group
Tennessee
$437K +$27.2K +157 +7%
WAM
808
WFA Asset Management
Wisconsin
$437K +$2.42K +14 +0.6%
LIM
809
Leavell Investment Management
Alabama
$437K
BCA
810
Bay Colony Advisors
Massachusetts
$436K -$1.73K -10 -0.4%
LSAG
811
Lake Street Advisors Group
New Hampshire
$431K +$392K +2,262 New
EFA
812
Evernest Financial Advisors
Indiana
$430K +$390K +2,255 New
SPA
813
Sherbrooke Park Advisers
New York
$425K -$415K -2,399 -52%
WJWM
814
Williams Jones Wealth Management
New York
$423K -$66.7K -385 -15%
SGCA
815
Steel Grove Capital Advisors
Tennessee
$422K -$346 -2 -0.1%
SC
816
SouthState Corp
Florida
$419K +$69.8K +403 +22%
GWANC
817
Guardian Wealth Advisors (North Carolina)
North Carolina
$419K +$28.9K +167 +8%
WSTAM
818
Wilbanks Smith & Thomas Asset Management
Virginia
$415K -$519 -3 -0.1%
FAFN
819
First Affirmative Financial Network
Colorado
$414K +$11.9K +69 +3%
SFG
820
Seamount Financial Group
Colorado
$410K +$373K +2,154 New
VanEck Associates
821
VanEck Associates
New York
$408K -$140K -806 -27%
SIA
822
Schechter Investment Advisors
Michigan
$401K -$15.4K -89 -4%
GVAG
823
Great Valley Advisor Group
Delaware
$398K +$12.8K +74 +4%
GWS
824
Glassman Wealth Services
Virginia
$397K +$6.41K +37 +2%
UM
825
UniSuper Management
Australia
$394K +$63.5K +367 +22%