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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
826
Waverly Advisors
Alabama
$283K +$56.5K +428 +26%
LAIC
827
Lederer & Associates Investment Counsel
California
$282K – – –
NAMA
828
Nikko Asset Management Americas
New York
$282K – – –
CA
829
Calton & Associates
Florida
$281K +$254K +1,928 New
FWM
830
Focused Wealth Management
New York
$280K +$272K +2,062 +206,200%
PGA
831
Premia Global Advisors
Florida
$280K +$273K +2,067 New
LSAG
832
Lake Street Advisors Group
New Hampshire
$279K +$272K +2,058 New
IUHSA
833
Itau Unibanco Holding S.A.
Brazil
$276K +$15.4K +117 +6%
AB
834
Atlas Brown
Kentucky
$276K +$24.9K +189 +11%
SFA
835
Sequoia Financial Advisors
Ohio
$276K +$269K +2,038 New
TAM
836
Tiverton Asset Management
Delaware
$274K +$266K +2,017 New
ISL
837
Ingalls & Snyder LLC
New York
$273K +$266K +2,012 New
MBTD
838
Mechanics Bank - Trust Department
California
$271K -$7.92K -60 -3%
AW
839
Alpha Windward
Massachusetts
$269K +$1.06K +8 +0.4%
PFS
840
Prospera Financial Services
Texas
$268K +$263K +1,996 New
MWAC
841
Mariner Wealth Advisors (Cincinnati)
Ohio
$262K -$108K -819 -30%
RFS
842
Rockefeller Financial Services
New York
$262K – – –
SWA
843
Sutton Wealth Advisors
Florida
$261K – – –
CCP
844
Corient Capital Partners
California
$258K – – –
ZIC
845
ZWJ Investment Counsel
Georgia
$258K – – –
WCM
846
Weatherstone Capital Management
Colorado
$256K -$57.3K -434 -19%
ABC
847
Associated Banc-Corp
Wisconsin
$256K – – –
IB
848
Intrust Bank
Kansas
$254K – – –
EDRH
849
Edmond de Rothschild Holding
Switzerland
$254K +$217K +1,648 +746%
BWM
850
Buckley Wealth Management
Nevada
$253K +$246K +1,865 New
32 33
34
35 36