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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
826
Delta Asset Management
Tennessee
$188K – – –
CA
827
Clearstead Advisors
Ohio
$186K -$23K -218 -12%
CFG
828
Capstone Financial Group
Oklahoma
$184K -$38.6K -366 -18%
IA
829
IFP Advisors
Florida
$184K +$19.5K +185 +13%
SSB
830
Sandy Spring Bank
Maryland
$183K -$2.11K -20 -1%
EP
831
Eudaimonia Partners
Tennessee
$183K +$169K +1,608 New
HWA
832
Heritage Wealth Advisors
Virginia
$175K -$1.16K -11 -0.7%
PCM
833
Penserra Capital Management
California
$174K +$37.3K +354 +30%
FWM
834
FSA Wealth Management
Massachusetts
$172K – – –
PCG
835
Private Capital Group
Connecticut
$169K -$96.4K -915 -38%
1IA
836
1834 Investment Advisors
Wisconsin
$163K -$18.4K -175 -11%
OC
837
Oakworth Capital
Alabama
$162K – – –
VFA
838
Valeo Financial Advisors
Indiana
$158K -$69.4K -659 -32%
EW
839
Evoke Wealth
California
$157K -$127K -1,208 -47%
PP
840
PrairieView Partners
Minnesota
$152K – – –
TL
841
TrueWealth LLC
Georgia
$150K -$23.1K -219 -14%
WT
842
Washington Trust
Rhode Island
$138K -$13.3K -126 -9%
EWM
843
Endurance Wealth Management
Rhode Island
$136K – – –
PWP
844
Principle Wealth Partners
Connecticut
$135K +$125K +1,187 New
BCM
845
Blume Capital Management
California
$131K – – –
SBSB
846
Sullivan, Bruyette, Speros & Blaney
Virginia
$130K -$28.9K -274 -19%
MAM
847
Meeder Asset Management
Ohio
$129K +$41.5K +394 +54%
CFA
848
Carroll Financial Associates
North Carolina
$128K -$4.95K -47 -4%
AF
849
Allworth Financial
California
$124K +$2.95K +28 +3%
RIM
850
Rockbridge Investment Management
New York
$117K +$109K +1,030 New
32 33
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35 36