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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
826
Fund Management at Engine No 1
California
$373K +$350K +2,041 New
BBA
827
BLB&B Advisors
Pennsylvania
$366K -$145K -846 -30%
TC
828
TAP Consulting
Missouri
$365K – – –
SWA
829
Sutton Wealth Advisors
Florida
$363K -$6.69K -39 -2%
IAN
830
Integrated Advisors Network
Texas
$362K -$8.91K -52 -3%
MSFP
831
Mark Sheptoff Financial Planning
Connecticut
$362K – – –
VC
832
Vicus Capital
Pennsylvania
$362K +$339K +1,980 New
LJAC
833
L.J. Altfest & Co
New York
$361K -$31.7K -185 -9%
WI
834
Wintrust Investments
Illinois
$361K +$27.4K +160 +9%
SCA
835
Snowden Capital Advisors
New York
$360K +$231K +1,348 +215%
RWA
836
Ropes Wealth Advisors
Massachusetts
$357K -$91K -531 -21%
DWM
837
Defined Wealth Management
Oregon
$357K – – –
MIM
838
Marco Investment Management
Georgia
$354K – – –
MBTD
839
Mechanics Bank - Trust Department
California
$352K – – –
SIA
840
Schechter Investment Advisors
Michigan
$350K +$27.6K +161 +9%
WPP
841
Whalerock Point Partners
Rhode Island
$350K – – –
SWM
842
Stockman Wealth Management
Montana
$347K +$6K +35 +2%
C
843
Covestor
United Kingdom
$347K +$28.8K +168 +10%
SIM
844
Sentry Investment Management
Wisconsin
$345K -$54.5K -318 -14%
IRC
845
Investors Research Corp
Georgia
$345K +$2.23K +13 +0.7%
MPIA
846
Mountain Pacific Investment Advisers
Idaho
$344K -$7.71K -45 -2%
MA
847
MKT Advisors
California
$343K +$686 +4 +0.2%
TSS
848
Two Sigma Securities
New York
$342K +$320K +1,869 New
SC
849
SouthState Corp
Florida
$340K – – –
AIM
850
Athena Investment Management
California
$340K +$320K +1,868 New
32 33
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35 36