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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Scissortail Wealth Management
Oklahoma
$446K +$366K +2,113 New
GFP
802
Gryphon Financial Partners
Ohio
$444K +$108K +623 +35%
TCI Wealth Advisors
803
TCI Wealth Advisors
Arizona
$443K -$3.46K -20 -0.9%
CSB
804
City State Bank
Iowa
$441K – – –
AP
805
Appleton Partners
Massachusetts
$441K +$31.3K +181 +8%
RWA
806
River Wealth Advisors
Pennsylvania
$438K -$9.35K -54 -2%
MLL
807
Moody Lynn & Lieberson
Massachusetts
$438K – – –
InterOcean Capital Group
808
InterOcean Capital Group
Tennessee
$437K +$27.2K +157 +7%
WAM
809
WFA Asset Management
Wisconsin
$437K +$2.42K +14 +0.6%
LIM
810
Leavell Investment Management
Alabama
$437K – – –
BCA
811
Bay Colony Advisors
Massachusetts
$436K -$1.73K -10 -0.4%
LSAG
812
Lake Street Advisors Group
New Hampshire
$431K +$392K +2,262 New
EFA
813
Evernest Financial Advisors
Indiana
$430K +$390K +2,255 New
SPA
814
Sherbrooke Park Advisers
New York
$425K -$415K -2,399 -52%
Williams Jones Wealth Management
815
Williams Jones Wealth Management
New York
$423K -$66.7K -385 -15%
SGCA
816
Steel Grove Capital Advisors
Tennessee
$422K -$346 -2 -0.1%
SouthState Corp
817
SouthState Corp
Florida
$419K +$69.8K +403 +22%
GWANC
818
Guardian Wealth Advisors (North Carolina)
North Carolina
$419K +$28.9K +167 +8%
Wilbanks Smith & Thomas Asset Management
819
Wilbanks Smith & Thomas Asset Management
Virginia
$415K -$519 -3 -0.1%
FAFN
820
First Affirmative Financial Network
Colorado
$414K +$11.9K +69 +3%
SFG
821
Seamount Financial Group
Colorado
$410K +$373K +2,154 New
VanEck Associates
822
VanEck Associates
New York
$408K -$140K -806 -27%
SIA
823
Schechter Investment Advisors
Michigan
$401K -$15.4K -89 -4%
Great Valley Advisor Group
824
Great Valley Advisor Group
Delaware
$398K +$12.8K +74 +4%
GWS
825
Glassman Wealth Services
Virginia
$397K +$6.41K +37 +2%