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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
826
Integrated Advisors Network
Texas
$318K +$10.8K +69 +4%
NIM
827
NuWave Investment Management
New Jersey
$318K +$253K +1,621 +391%
QT
828
Quantbot Technologies
New York
$317K +$317K +2,030 New
SWA
829
Sutton Wealth Advisors
Florida
$317K +$10.6K +68 +3%
TC
830
TAP Consulting
Missouri
$313K – – –
OPS
831
Orion Portfolio Solutions
Nebraska
$313K +$3.44K +22 +1%
MSFP
832
Mark Sheptoff Financial Planning
Connecticut
$310K – – –
DWM
833
Defined Wealth Management
Oregon
$306K -$26.1K -167 -8%
9WM
834
9258 Wealth Management
Ohio
$304K +$8.75K +56 +3%
BW
835
Basepoint Wealth
Iowa
$303K +$303K +1,938 New
MIM
836
Marco Investment Management
Georgia
$303K – – –
MPIA
837
Mountain Pacific Investment Advisers
Idaho
$302K – – –
MBTD
838
Mechanics Bank - Trust Department
California
$301K – – –
AIA
839
Alera Investment Advisors
Illinois
$300K – – –
WPP
840
Whalerock Point Partners
Rhode Island
$300K – – –
BFO
841
Boston Family Office
Massachusetts
$297K – – –
EWS
842
Evergreen Wealth Solutions
Pennsylvania
$296K +$295K +1,889 New
MCWS
843
McKinley Carter Wealth Services
West Virginia
$295K -$50.8K -325 -15%
WPW
844
Warther Private Wealth
Ohio
$295K – – –
IRC
845
Investors Research Corp
Georgia
$293K – – –
CAMG
846
CWA Asset Management Group
Florida
$293K +$469 +3 +0.2%
TMAM
847
Tokio Marine Asset Management
Japan
$292K +$11.4K +73 +4%
PAM
848
Peak Asset Management
Colorado
$291K – – –
SWM
849
Stockman Wealth Management
Montana
$291K – – –
SC
850
SouthState Corp
Florida
$291K +$4.84K +31 +2%
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