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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
826
Valley Brook Capital Group
Pennsylvania
$399K – – –
FFG
827
Fortem Financial Group
California
$398K +$540 +3 +0.1%
FCBT
828
First Citizens Bank & Trust
North Carolina
$396K -$12.4K -69 -3%
IAN
829
Integrated Advisors Network
Texas
$394K +$15.1K +84 +4%
KFGK
830
Keystone Financial Group (Kentucky)
Kentucky
$390K – – –
SWM
831
Spire Wealth Management
Virginia
$390K +$86K +478 +30%
RWA
832
Ropes Wealth Advisors
Massachusetts
$390K +$22.3K +124 +6%
GVAG
833
Great Valley Advisor Group
Delaware
$389K -$48.6K -270 -12%
1IA
834
1620 Investment Advisors
Massachusetts
$388K +$5.76K +32 +2%
RWP
835
Ridgecrest Wealth Partners
California
$387K +$371K +2,065 New
JIC
836
Johnson Investment Counsel
Ohio
$386K +$5.58K +31 +2%
PI
837
PEAK6 Investments
Illinois
$386K -$608K -3,381 -62%
DI
838
Diligent Investors
California
$385K – – –
EWM
839
Evermay Wealth Management
Virginia
$384K – – –
9WM
840
9258 Wealth Management
Ohio
$383K -$30.9K -172 -8%
WPW
841
Warther Private Wealth
Ohio
$382K -$10.6K -59 -3%
RPGK
842
Retirement Planning Group (Kansas)
Kansas
$382K -$7.02K -39 -2%
SIA
843
Schechter Investment Advisors
Michigan
$380K +$22.1K +123 +6%
GWS
844
Glassman Wealth Services
Virginia
$380K +$283K +1,575 +348%
FHA
845
Flagship Harbor Advisors
Massachusetts
$377K +$720 +4 +0.2%
CCM
846
Carlson Capital Management
Minnesota
$376K -$68.2K -379 -16%
MA
847
MKT Advisors
California
$375K -$5.58K -31 -2%
SWM
848
Stockman Wealth Management
Montana
$375K -$3.6K -20 -1%
TC
849
TAP Consulting
Missouri
$375K – – –
GFP
850
Gryphon Financial Partners
Ohio
$374K +$17.6K +98 +5%
32 33
34
35 36