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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
$345K +$354K +2,039 +203,900%
CSB
827
City State Bank
Iowa
$344K -$149K -856 -30%
SCA
828
Snowden Capital Advisors
New York
$344K +$10.6K +61 +3%
SWM
829
Stockman Wealth Management
Montana
$342K +$21.7K +125 +7%
9WM
830
9258 Wealth Management
Ohio
$342K +$65K +374 +23%
EWM
831
Evermay Wealth Management
Virginia
$337K -$13K -75 -4%
BBA
832
BLB&B Advisors
Pennsylvania
$337K -$1.74K -10 -0.5%
SWA
833
Sutton Wealth Advisors
Florida
$335K -$521 -3 -0.2%
MSFP
834
Mark Sheptoff Financial Planning
Connecticut
$335K – – –
GFP
835
Gryphon Financial Partners
Ohio
$334K +$26.4K +152 +8%
LJAC
836
L.J. Altfest & Co
New York
$333K -$1.04K -6 -0.3%
SSB
837
Sandy Spring Bank
Maryland
$332K +$52.1K +300 +18%
RWA
838
Ropes Wealth Advisors
Massachusetts
$331K – – –
DWM
839
Defined Wealth Management
Oregon
$330K – – –
MAG
840
Mayfair Advisory Group
Alabama
$330K +$10.6K +61 +3%
MIM
841
Marco Investment Management
Georgia
$327K – – –
MBTD
842
Mechanics Bank - Trust Department
California
$327K – – –
BCM
843
Bayesian Capital Management
New York
$327K +$132K +758 +64%
EP
844
Eudaimonia Partners
Tennessee
$324K -$1.76M -10,149 -84%
WPP
845
Whalerock Point Partners
Rhode Island
$324K – – –
IRC
846
Investors Research Corp
Georgia
$319K – – –
MPIA
847
Mountain Pacific Investment Advisers
Idaho
$319K – – –
EWS
848
Evergreen Wealth Solutions
Pennsylvania
$318K +$6.08K +35 +2%
AIM
849
Athena Investment Management
California
$316K – – –
PA
850
Procyon Advisors
Connecticut
$313K +$13.4K +77 +4%
32 33
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35 36