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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
801
Bank of Hawaii
Hawaii
$514K -$30.1K -140 -5%
HB
802
HTLF Bank
Colorado
$511K -$6.45K -30 -1%
BIA
803
Beacon Investment Advisors
Maryland
$508K +$430 +2 +0.1%
TCA
804
Transcend Capital Advisors
New Jersey
$507K -$6.45K -30 -1%
JWM
805
Jeppson Wealth Management
California
$506K – – –
GC
806
Grimes & Company
Massachusetts
$499K +$15.3K +71 +3%
GDP
807
Great Diamond Partners
Maine
$495K -$50.7K -236 -9%
1IA
808
1620 Investment Advisors
Massachusetts
$495K +$389K +1,808 +289%
FNC
809
First National Corp
Massachusetts
$493K +$14.4K +67 +3%
AIM
810
Alhambra Investment Management
Florida
$492K – – –
SVWAG
811
Sound View Wealth Advisors Group
Georgia
$490K – – –
NWM
812
Northcape Wealth Management
New York
$488K +$64.5K +300 +14%
NC
813
nVerses Capital
Florida
$488K +$516K +2,400 New
RF
814
Robinswood Financial
Washington
$488K +$516K +2,399 New
ICP
815
Interchange Capital Partners
Pennsylvania
$487K +$515K +2,394 New
HCA
816
Harbour Capital Advisors
Virginia
$485K – – –
CI
817
Cigna Investments
Connecticut
$485K -$4.73K -22 -0.9%
PCM
818
Penserra Capital Management
California
$484K -$645 -3 -0.1%
SWM
819
Salvus Wealth Management
New Jersey
$481K -$7.52K -35 -1%
PT
820
Plimoth Trust
Massachusetts
$477K -$23.6K -110 -4%
MHS
821
M Holdings Securities
Oregon
$474K +$501K +2,333 New
EGM
822
Engineers Gate Manager
New York
$474K -$1.27M -5,931 -72%
ZB
823
Zions Bancorporation
Utah
$474K -$334K -1,556 -40%
WAM
824
WFA Asset Management
Wisconsin
$474K +$4.73K +22 +1%
LSAG
825
Lake Street Advisors Group
New Hampshire
$473K +$4.73K +22 +1%
31 32
33
34 35