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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
River Wealth Advisors
Pennsylvania
$604K +$4.63K +21 +0.8%
SIG
802
Sky Investment Group
Connecticut
$601K -$11K -50 -2%
CF
803
Centaurus Financial
California
$597K -$10.1K -46 -2%
FNBSF
804
First National Bank Sioux Falls
South Dakota
$597K – – –
OCG
805
Opus Capital Group
Ohio
$594K +$85.5K +388 +18%
HB
806
HTLF Bank
Colorado
$588K – – –
FFA
807
Farther Finance Advisors
California
$588K +$41.7K +189 +8%
BIA
808
Beacon Investment Advisors
Maryland
$585K – – –
ESB
809
Essex Savings Bank
Connecticut
$583K +$198K +900 +57%
JWM
810
Jeppson Wealth Management
California
$583K – – –
TCA
811
Transcend Capital Advisors
New Jersey
$580K -$2.87K -13 -0.5%
GC
812
Grimes & Company
Massachusetts
$573K -$1.98K -9 -0.4%
AFG
813
Atomi Financial Group
New York
$572K +$109K +495 +25%
VT
814
Vise Technologies
New York
$569K +$119K +541 +29%
ICP
815
Interchange Capital Partners
Pennsylvania
$568K +$7.28K +33 +1%
BOH
816
Bank of Hawaii
Hawaii
$568K -$22.7K -103 -4%
AIM
817
Alhambra Investment Management
Florida
$567K – – –
SIA
818
Schechter Investment Advisors
Michigan
$562K +$38.6K +175 +8%
NWM
819
Northcape Wealth Management
New York
$562K – – –
RF
820
Robinswood Financial
Washington
$562K – – –
SWM
821
Salvus Wealth Management
New Jersey
$553K – – –
HCA
822
Harbour Capital Advisors
Virginia
$553K – – –
TWA
823
TCI Wealth Advisors
Arizona
$550K +$6.61K +30 +1%
PCM
824
Penserra Capital Management
California
$550K -$4.63K -21 -0.9%
WPC
825
Wedmont Private Capital
Pennsylvania
$548K +$70.3K +319 +15%
31 32
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