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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
826
Capstone Financial Group
Oklahoma
$184K -$38.6K -366 -18%
IA
827
IFP Advisors
Florida
$184K +$19.5K +185 +13%
SSB
828
Sandy Spring Bank
Maryland
$183K -$2.11K -20 -1%
EP
829
Eudaimonia Partners
Tennessee
$183K +$169K +1,608 New
HWA
830
Heritage Wealth Advisors
Virginia
$175K -$1.16K -11 -0.7%
PCM
831
Penserra Capital Management
California
$174K +$37.3K +354 +30%
FWM
832
FSA Wealth Management
Massachusetts
$172K – – –
PCG
833
Private Capital Group
Connecticut
$169K -$96.4K -915 -38%
1IA
834
1834 Investment Advisors
Wisconsin
$163K -$18.4K -175 -11%
OC
835
Oakworth Capital
Alabama
$162K – – –
VFA
836
Valeo Financial Advisors
Indiana
$158K -$69.4K -659 -32%
EW
837
Evoke Wealth
California
$157K -$127K -1,208 -47%
VC
838
Veracity Capital
Georgia
$155K +$8.62M +81,819 New
PP
839
PrairieView Partners
Minnesota
$152K – – –
TL
840
TrueWealth LLC
Georgia
$150K -$23.1K -219 -14%
WT
841
Washington Trust
Rhode Island
$138K -$13.3K -126 -9%
EWM
842
Endurance Wealth Management
Rhode Island
$136K – – –
PWP
843
Principle Wealth Partners
Connecticut
$135K +$125K +1,187 New
BCM
844
Blume Capital Management
California
$131K – – –
SBSB
845
Sullivan, Bruyette, Speros & Blaney
Virginia
$130K -$28.9K -274 -19%
MAM
846
Meeder Asset Management
Ohio
$129K +$41.5K +394 +54%
CFA
847
Carroll Financial Associates
North Carolina
$128K -$4.95K -47 -4%
AF
848
Allworth Financial
California
$124K +$2.95K +28 +3%
RIM
849
Rockbridge Investment Management
New York
$117K +$109K +1,030 New
TAIM
850
TD Ameritrade Investment Management
Nebraska
$115K +$23.6K +224 +28%
32 33
34
35 36