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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$376K -$101K -556 -20%
ICP
827
Interchange Capital Partners
Pennsylvania
$373K +$396K +2,175 New
IAN
828
Integrated Advisors Network
Texas
$372K +$12K +66 +3%
MLL
829
Moody Lynn & Lieberson
Massachusetts
$371K -$45.6K -251 -10%
SIA
830
Schechter Investment Advisors
Michigan
$370K +$24K +132 +7%
FGA
831
Fortis Group Advisors
New Jersey
$369K +$371K +2,039 New
Wilbanks Smith & Thomas Asset Management
832
Wilbanks Smith & Thomas Asset Management
Virginia
$369K -$12.5K -69 -3%
FNBOSM
833
First National Bank of South Miami
Florida
$368K -$28.9K -159 -7%
AP
834
Appleton Partners
Massachusetts
$367K – – –
BCFD
835
Boit C.F. David
$365K -$72.7K -400 -17%
VBCG
836
Valley Brook Capital Group
Pennsylvania
$365K – – –
First Citizens Bank & Trust
837
First Citizens Bank & Trust
North Carolina
$362K – – –
Level Four Advisory Services
838
Level Four Advisory Services
Texas
$359K -$7.46K -41 -2%
Wealthspire Advisors (New York)
839
Wealthspire Advisors (New York)
New York
$358K -$39.6K -218 -9%
TCA
840
Transcend Capital Advisors
New Jersey
$358K +$76.7K +422 +25%
GL
841
Graypoint LLC
New York
$357K +$138K +759 +57%
VC
842
Veracity Capital
Georgia
$355K -$58.9K -324 -14%
RWP
843
Ridgecrest Wealth Partners
California
$354K – – –
DI
844
Diligent Investors
California
$352K – – –
OCG
845
Opus Capital Group
Ohio
$352K +$373K +2,053 New
GWS
846
Glassman Wealth Services
Virginia
$349K +$1.46K +8 +0.4%
Johnson Investment Counsel
847
Johnson Investment Counsel
Ohio
$349K -$4.55K -25 -1%
Boston Trust Walden
848
Boston Trust Walden
Massachusetts
$348K -$54.6K -300 -13%
SWM
849
Stockman Wealth Management
Montana
$346K +$2.91K +16 +0.8%
PAM
850
Peak Asset Management
Colorado
$345K +$36.4K +200 +11%