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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
801
Beacon Investment Advisors
Maryland
$508K +$430 +2 +0.1%
TCA
802
Transcend Capital Advisors
New Jersey
$507K -$6.45K -30 -1%
JWM
803
Jeppson Wealth Management
California
$506K – – –
GC
804
Grimes & Company
Massachusetts
$499K +$15.3K +71 +3%
GDP
805
Great Diamond Partners
Maine
$495K -$50.7K -236 -9%
1IA
806
1620 Investment Advisors
Massachusetts
$495K +$389K +1,808 +289%
FNC
807
First National Corp
Massachusetts
$493K +$14.4K +67 +3%
AIM
808
Alhambra Investment Management
Florida
$492K – – –
SVWAG
809
Sound View Wealth Advisors Group
Georgia
$490K – – –
NWM
810
Northcape Wealth Management
New York
$488K +$64.5K +300 +14%
NC
811
nVerses Capital
Florida
$488K +$516K +2,400 New
RF
812
Robinswood Financial
Washington
$488K +$516K +2,399 New
ICP
813
Interchange Capital Partners
Pennsylvania
$487K +$515K +2,394 New
HCA
814
Harbour Capital Advisors
Virginia
$485K – – –
CI
815
Cigna Investments
Connecticut
$485K -$4.73K -22 -0.9%
PCM
816
Penserra Capital Management
California
$484K -$645 -3 -0.1%
SWM
817
Salvus Wealth Management
New Jersey
$481K -$7.52K -35 -1%
PT
818
Plimoth Trust
Massachusetts
$477K -$23.6K -110 -4%
MHS
819
M Holdings Securities
Oregon
$474K +$501K +2,333 New
EGM
820
Engineers Gate Manager
New York
$474K -$1.27M -5,931 -72%
ZB
821
Zions Bancorporation
Utah
$474K -$334K -1,556 -40%
WAM
822
WFA Asset Management
Wisconsin
$474K +$4.73K +22 +1%
LSAG
823
Lake Street Advisors Group
New Hampshire
$473K +$4.73K +22 +1%
GS
824
GTS Securities
Florida
$473K -$39.3K -183 -7%
TWA
825
TCI Wealth Advisors
Arizona
$472K -$860 -4 -0.2%
31 32
33
34 35