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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
826
Carnegie Investment Counsel
Ohio
$329K +$88.9K +569 +37%
MS
827
Maven Securities
Jersey
$329K +$329K +2,105 New
VAFP
828
Vahanian & Associates Financial Planning
New York
$326K +$325K +2,081 New
PCM
829
Prelude Capital Management
New York
$321K +$321K +2,054 New
IAN
830
Integrated Advisors Network
Texas
$318K +$10.8K +69 +4%
NIM
831
NuWave Investment Management
New Jersey
$318K +$253K +1,621 +391%
QT
832
Quantbot Technologies
New York
$317K +$317K +2,030 New
SWA
833
Sutton Wealth Advisors
Florida
$317K +$10.6K +68 +3%
TC
834
TAP Consulting
Missouri
$313K – – –
OPS
835
Orion Portfolio Solutions
Nebraska
$313K +$3.44K +22 +1%
MSFP
836
Mark Sheptoff Financial Planning
Connecticut
$310K – – –
DWM
837
Defined Wealth Management
Oregon
$306K -$26.1K -167 -8%
9WM
838
9258 Wealth Management
Ohio
$304K +$8.75K +56 +3%
BW
839
Basepoint Wealth
Iowa
$303K +$303K +1,938 New
MIM
840
Marco Investment Management
Georgia
$303K – – –
MPIA
841
Mountain Pacific Investment Advisers
Idaho
$302K – – –
MBTD
842
Mechanics Bank - Trust Department
California
$301K – – –
AIA
843
Alera Investment Advisors
Illinois
$300K – – –
WPP
844
Whalerock Point Partners
Rhode Island
$300K – – –
BFO
845
Boston Family Office
Massachusetts
$297K – – –
EWS
846
Evergreen Wealth Solutions
Pennsylvania
$296K +$295K +1,889 New
MCWS
847
McKinley Carter Wealth Services
West Virginia
$295K -$50.8K -325 -15%
WPW
848
Warther Private Wealth
Ohio
$295K – – –
IRC
849
Investors Research Corp
Georgia
$293K – – –
CAMG
850
CWA Asset Management Group
Florida
$293K +$469 +3 +0.2%