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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
826
Old Port Advisors
Maine
$302K +$12.4K +91 +4%
CA
827
Clearstead Advisors
Ohio
$301K +$27.4K +201 +10%
RCA
828
Rowland Carmichael Advisors
Arizona
$300K +$298K +2,191 New
DLA
829
Douglas Lane & Associates
New York
$298K +$9.53K +70 +3%
FG
830
Fiduciary Group
Georgia
$297K +$18.4K +135 +7%
9WM
831
9258 Wealth Management
Ohio
$297K +$296K +2,172 New
SMC
832
Smith, Moore & Co
Missouri
$296K – – –
CFG
833
Citizens Financial Group
Rhode Island
$294K +$81.5K +599 +39%
SCM
834
Shelton Capital Management
Colorado
$293K -$30.1K -221 -9%
CYG
835
Clean Yield Group
Vermont
$293K -$3.67K -27 -1%
WWM
836
Windsor Wealth Management
Indiana
$293K – – –
GC
837
Grimes & Company
Massachusetts
$290K +$93.7K +688 +48%
WFG
838
Wills Financial Group
Virginia
$289K -$22.7K -167 -7%
WIA
839
Wealthstreet Investment Advisors
Texas
$289K – – –
SC
840
Scotia Capital
Ontario, Canada
$288K -$133K -975 -32%
TFS
841
TrustCore Financial Services
Tennessee
$288K +$6.67K +49 +2%
SSB
842
Sandy Spring Bank
Maryland
$286K -$10.2K -75 -3%
FFBTD
843
First Financial Bank - Trust Division
Ohio
$286K +$31.6K +232 +12%
PA
844
PFG Advisors
Arizona
$284K +$283K +2,076 New
CAM
845
Cozad Asset Management
Illinois
$283K +$13.6K +100 +5%
CCMG
846
Clark Capital Management Group
Pennsylvania
$281K -$2.04K -15 -0.7%
AAP
847
Arax Advisory Partners
Colorado
$281K +$136 +1 +0%
IWC
848
Integrated Wealth Concepts
Massachusetts
$280K +$72K +529 +35%
MFG
849
MidWestOne Financial Group
Iowa
$279K -$68.5K -503 -20%
CCA
850
Cobblestone Capital Advisors
New York
$277K – – –
32 33
34
35 36