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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
801
Orrstown Financial Services
Pennsylvania
$590K – – –
GWM
802
Geneos Wealth Management
Colorado
$590K +$3.63K +17 +0.7%
RWA
803
River Wealth Advisors
Pennsylvania
$589K +$54.9K +257 +11%
EWA
804
EP Wealth Advisors
California
$588K -$1.5K -7 -0.3%
HIM
805
Hillsdale Investment Management
Ontario, Canada
$587K +$545K +2,550 New
HB
806
HTLF Bank
Colorado
$585K – – –
BTI
807
Blue Trust Inc
Georgia
$584K +$106K +496 +24%
FNBSF
808
First National Bank Sioux Falls
South Dakota
$581K -$1.92K -9 -0.4%
TCA
809
Transcend Capital Advisors
New Jersey
$581K -$22.4K -105 -4%
GS
810
GTS Securities
Florida
$577K -$281K -1,314 -34%
BIA
811
Beacon Investment Advisors
Maryland
$575K +$4.27K +20 +0.8%
JWM
812
Jeppson Wealth Management
California
$573K – – –
PT
813
Plimoth Trust
Massachusetts
$565K -$8.55K -40 -2%
CC
814
Cipher Capital
New York
$563K -$1.09M -5,123 -68%
SIA
815
Schechter Investment Advisors
Michigan
$559K +$69.2K +324 +15%
AIM
816
Alhambra Investment Management
Florida
$557K – – –
SVWAG
817
Sound View Wealth Advisors Group
Georgia
$555K -$71.6K -335 -12%
CI
818
Cigna Investments
Connecticut
$554K -$5.55K -26 -1%
SWM
819
Salvus Wealth Management
New Jersey
$552K -$3.21K -15 -0.6%
CAM
820
Cozad Asset Management
Illinois
$550K -$85.5K -400 -14%
GC
821
Grimes & Company
Massachusetts
$549K -$7.69K -36 -1%
PCM
822
Penserra Capital Management
California
$547K -$215K -1,006 -30%
SAM
823
Sawgrass Asset Management
Florida
$545K -$29.9K -140 -6%
HCA
824
Harbour Capital Advisors
Virginia
$545K – – –
IAIM
825
International Assets Investment Management
Florida
$544K -$101M -473,445 -99%
31 32
33
34 35