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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
826
Alera Investment Advisors
Illinois
$338K -$743 -5 -0.2%
WCM
827
Windsor Capital Management
Arizona
$337K +$1.34K +9 +0.4%
IA
828
Independence Advisors
Pennsylvania
$334K -$5.2K -35 -2%
AF
829
Arrow Financial
New York
$333K +$233K +1,565 +233%
MWM
830
Marietta Wealth Management
Georgia
$329K -$11.2K -75 -3%
CCM
831
Carlson Capital Management
Minnesota
$329K +$17.5K +118 +6%
LCM
832
Landscape Capital Management
New Jersey
$326K +$326K +2,192 New
CYG
833
Clean Yield Group
Vermont
$323K – – –
SSB
834
Sandy Spring Bank
Maryland
$322K -$15.3K -103 -5%
BJL
835
Brighton Jones LLC
Washington
$322K +$322K +2,168 New
VCM
836
Vigilant Capital Management
Maine
$321K -$28.1K -189 -8%
SMC
837
Smith, Moore & Co
Missouri
$321K – – –
LAIC
838
Lederer & Associates Investment Counsel
California
$317K -$8.18K -55 -3%
CPO
839
Cerity Partners OCIO
New York
$317K +$12.8K +86 +4%
BRWA
840
B. Riley Wealth Advisors
Florida
$315K +$48.2K +324 +18%
CC
841
Courier Capital
New York
$314K – – –
RCAG
842
Rehmann Capital Advisory Group
Michigan
$313K +$31.4K +211 +11%
DLA
843
Douglas Lane & Associates
New York
$313K +$3.57K +24 +1%
WPW
844
Waldron Private Wealth
Pennsylvania
$310K -$73.7K -496 -19%
CCMG
845
Clark Capital Management Group
Pennsylvania
$308K +$2.53K +17 +0.8%
OPA
846
Old Port Advisors
Maine
$306K -$1.93K -13 -0.6%
WWM
847
Windsor Wealth Management
Indiana
$305K -$4.76K -32 -1%
AAP
848
Arax Advisory Partners
Colorado
$305K – – –
TFS
849
TrustCore Financial Services
Tennessee
$305K +$22.3K +150 +8%
CFSG
850
Community Financial Services Group
Vermont
$305K +$50.8K +342 +20%
32 33
34
35 36