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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
826
Leavell Investment Management
Alabama
$242K +$222K +1,727 New
CG
827
Cutler Group
California
$241K +$53.9K +420 +32%
CCM
828
Coldstream Capital Management
Washington
$241K +$220K +1,714 New
Arrowstreet Capital
829
Arrowstreet Capital
Massachusetts
$240K -$23.4M -182,393 -99%
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$240K +$219K +1,707 New
PBC
831
Pavion Blue Capital
California
$237K +$217K +1,688 New
ECM
832
Evergreen Capital Management
Washington
$237K +$217K +1,690 New
APP
833
Avantax Planning Partners
Iowa
$236K -$120K -931 -36%
TAM
834
Trust Asset Management
Texas
$236K +$216K +1,682 New
WC
835
Woodstock Corp
Massachusetts
$234K +$214K +1,664 New
CA
836
Clearstead Advisors
Ohio
$233K -$5.78K -45 -3%
EH
837
Equitable Holdings
New York
$233K +$213K +1,658 New
FWM
838
Fairhaven Wealth Management
Illinois
$232K +$212K +1,650 New
OPA
839
Old Port Advisors
Maine
$231K -$40.6K -316 -16%
HIA
840
Harbor Investment Advisory
Maryland
$231K – – –
CCFCSB
841
Cape Cod Five Cents Savings Bank
Massachusetts
$230K +$210K +1,638 New
CFSG
842
Community Financial Services Group
Vermont
$230K +$210K +1,638 New
UBV
843
United Bank (Virginia)
Virginia
$228K +$208K +1,621 New
DAM
844
Delta Asset Management
Tennessee
$227K – – –
W
845
WealthStone
Ohio
$225K -$47.4K -369 -19%
SSB
846
Sandy Spring Bank
Maryland
$225K +$4.5K +35 +2%
MW
847
Marcum Wealth
Ohio
$225K +$206K +1,606 New
ACA
848
Aptus Capital Advisors
Alabama
$225K +$207K +1,610 New
FCA
849
FinTrust Capital Advisors
South Carolina
$224K +$94K +732 +85%
9WM
850
9258 Wealth Management
Ohio
$223K -$41K -319 -17%