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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
826
Integrated Advisors Network
Texas
$284K -$20.1K -137 -7%
GFP
827
Gryphon Financial Partners
Ohio
$284K +$1.76K +12 +0.6%
KPWS
828
Kestra Private Wealth Services
Texas
$283K +$2.5K +17 +0.9%
IRC
829
Investors Research Corp
Georgia
$282K – – –
SWM
830
Stockman Wealth Management
Montana
$280K -$24.3K -165 -8%
CAMG
831
CWA Asset Management Group
Florida
$279K -$441 -3 -0.2%
PAM
832
Peak Asset Management
Colorado
$279K – – –
NRS
833
Neville Rodie & Shaw
New York
$278K – – –
MWM
834
Modera Wealth Management
New Jersey
$277K -$101K -687 -27%
AMG
835
Advisors Management Group
Wisconsin
$277K – – –
SC
836
SouthState Corp
Florida
$276K – – –
SIMM
837
Stillwater Investment Management (Minnesota)
Minnesota
$276K +$147 +1 +0.1%
TNB
838
Thomasville National Bank
Georgia
$276K +$4.56K +31 +1%
NL
839
NWAM LLC
Washington
$275K – – –
FG
840
Fiduciary Group
Georgia
$273K -$22K -150 -8%
WI
841
Wintrust Investments
Illinois
$273K +$267K +1,815 New
TIA
842
Tiemann Investment Advisors
California
$269K -$11K -75 -4%
AIA
843
Alera Investment Advisors
Illinois
$268K – – –
RWP
844
Ridgecrest Wealth Partners
California
$268K +$261K +1,779 New
GPWA
845
Great Point Wealth Advisors
Massachusetts
$267K – – –
JWCA
846
J.W. Cole Advisors
Florida
$267K +$1.03K +7 +0.4%
CCM
847
Coldstream Capital Management
Washington
$267K +$8.97K +61 +4%
FTDI
848
First Trust Direct Indexing
Massachusetts
$267K +$39.5K +269 +18%
ACA
849
Aptus Capital Advisors
Alabama
$265K +$22K +150 +9%
CFA
850
Carroll Financial Associates
North Carolina
$265K +$86.7K +590 +50%
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