TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
826
Fukoku Mutual Life Insurance
Japan
$286K – – –
FWM
827
ForthRight Wealth Management
Georgia
$286K +$279K +1,900 New
IAN
828
Integrated Advisors Network
Texas
$284K -$20.1K -137 -7%
GFP
829
Gryphon Financial Partners
Ohio
$284K +$1.76K +12 +0.6%
KPWS
830
Kestra Private Wealth Services
Texas
$283K +$2.5K +17 +0.9%
IRC
831
Investors Research Corp
Georgia
$282K – – –
SWM
832
Stockman Wealth Management
Montana
$280K -$24.3K -165 -8%
CAMG
833
CWA Asset Management Group
Florida
$279K -$441 -3 -0.2%
PAM
834
Peak Asset Management
Colorado
$279K – – –
NRS
835
Neville Rodie & Shaw
New York
$278K – – –
MWM
836
Modera Wealth Management
New Jersey
$277K -$101K -687 -27%
AMG
837
Advisors Management Group
Wisconsin
$277K – – –
SC
838
SouthState Corp
Florida
$276K – – –
SIMM
839
Stillwater Investment Management (Minnesota)
Minnesota
$276K +$147 +1 +0.1%
TNB
840
Thomasville National Bank
Georgia
$276K +$4.56K +31 +1%
NL
841
NWAM LLC
Washington
$275K – – –
FG
842
Fiduciary Group
Georgia
$273K -$22K -150 -8%
WI
843
Wintrust Investments
Illinois
$273K +$267K +1,815 New
TIA
844
Tiemann Investment Advisors
California
$269K -$11K -75 -4%
AIA
845
Alera Investment Advisors
Illinois
$268K – – –
RWP
846
Ridgecrest Wealth Partners
California
$268K +$261K +1,779 New
GPWA
847
Great Point Wealth Advisors
Massachusetts
$267K – – –
JWCA
848
J.W. Cole Advisors
Florida
$267K +$1.03K +7 +0.4%
CCM
849
Coldstream Capital Management
Washington
$267K +$8.97K +61 +4%
FTDI
850
First Trust Direct Indexing
Massachusetts
$267K +$39.5K +269 +18%