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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Stockman Wealth Management
Montana
$342K +$21.7K +125 +7%
9WM
827
9258 Wealth Management
Ohio
$342K +$65K +374 +23%
EWM
828
Evermay Wealth Management
Virginia
$337K -$13K -75 -4%
BBA
829
BLB&B Advisors
Pennsylvania
$337K -$1.74K -10 -0.5%
SWA
830
Sutton Wealth Advisors
Florida
$335K -$521 -3 -0.2%
MSFP
831
Mark Sheptoff Financial Planning
Connecticut
$335K – – –
GFP
832
Gryphon Financial Partners
Ohio
$334K +$26.4K +152 +8%
LJAC
833
L.J. Altfest & Co
New York
$333K -$1.04K -6 -0.3%
SSB
834
Sandy Spring Bank
Maryland
$332K +$52.1K +300 +18%
RWA
835
Ropes Wealth Advisors
Massachusetts
$331K – – –
DWM
836
Defined Wealth Management
Oregon
$330K – – –
MAG
837
Mayfair Advisory Group
Alabama
$330K +$10.6K +61 +3%
MIM
838
Marco Investment Management
Georgia
$327K – – –
MBTD
839
Mechanics Bank - Trust Department
California
$327K – – –
BCM
840
Bayesian Capital Management
New York
$327K +$132K +758 +64%
EP
841
Eudaimonia Partners
Tennessee
$324K -$1.76M -10,149 -84%
WPP
842
Whalerock Point Partners
Rhode Island
$324K – – –
IRC
843
Investors Research Corp
Georgia
$319K – – –
MPIA
844
Mountain Pacific Investment Advisers
Idaho
$319K – – –
EWS
845
Evergreen Wealth Solutions
Pennsylvania
$318K +$6.08K +35 +2%
AIM
846
Athena Investment Management
California
$316K – – –
PA
847
Procyon Advisors
Connecticut
$313K +$13.4K +77 +4%
SC
848
SouthState Corp
Florida
$311K -$4.34K -25 -1%
AMG
849
Advisors Management Group
Wisconsin
$311K – – –
SIMM
850
Stillwater Investment Management (Minnesota)
Minnesota
$311K +$174 +1 +0.1%
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