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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
826
Lincoln National Corp
Pennsylvania
$341K +$8.18K +55 +2%
NFP
827
Narus Financial Partners
Utah
$340K – – –
WFG
828
Wills Financial Group
Virginia
$339K +$1.19K +8 +0.4%
AIA
829
Alera Investment Advisors
Illinois
$338K -$743 -5 -0.2%
WCM
830
Windsor Capital Management
Arizona
$337K +$1.34K +9 +0.4%
IA
831
Independence Advisors
Pennsylvania
$334K -$5.2K -35 -2%
AF
832
Arrow Financial
New York
$333K +$233K +1,565 +233%
MWM
833
Marietta Wealth Management
Georgia
$329K -$11.2K -75 -3%
CCM
834
Carlson Capital Management
Minnesota
$329K +$17.5K +118 +6%
LCM
835
Landscape Capital Management
New Jersey
$326K +$326K +2,192 New
CYG
836
Clean Yield Group
Vermont
$323K – – –
SSB
837
Sandy Spring Bank
Maryland
$322K -$15.3K -103 -5%
BJL
838
Brighton Jones LLC
Washington
$322K +$322K +2,168 New
VCM
839
Vigilant Capital Management
Maine
$321K -$28.1K -189 -8%
SMC
840
Smith, Moore & Co
Missouri
$321K – – –
LAIC
841
Lederer & Associates Investment Counsel
California
$317K -$8.18K -55 -3%
CPO
842
Cerity Partners OCIO
New York
$317K +$12.8K +86 +4%
BRWA
843
B. Riley Wealth Advisors
Florida
$315K +$48.2K +324 +18%
CC
844
Courier Capital
New York
$314K – – –
RCAG
845
Rehmann Capital Advisory Group
Michigan
$313K +$31.4K +211 +11%
DLA
846
Douglas Lane & Associates
New York
$313K +$3.57K +24 +1%
WPW
847
Waldron Private Wealth
Pennsylvania
$310K -$73.7K -496 -19%
CCMG
848
Clark Capital Management Group
Pennsylvania
$308K +$2.53K +17 +0.8%
OPA
849
Old Port Advisors
Maine
$306K -$1.93K -13 -0.6%
WWM
850
Windsor Wealth Management
Indiana
$305K -$4.76K -32 -1%
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