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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
826
Moody Lynn & Lieberson
Massachusetts
$371K -$45.6K -251 -10%
SIA
827
Schechter Investment Advisors
Michigan
$370K +$24K +132 +7%
FGA
828
Fortis Group Advisors
New Jersey
$369K +$371K +2,039 New
WSTAM
829
Wilbanks Smith & Thomas Asset Management
Virginia
$369K -$12.5K -69 -3%
FNBOSM
830
First National Bank of South Miami
Florida
$368K -$28.9K -159 -7%
AP
831
Appleton Partners
Massachusetts
$367K – – –
BCFD
832
Boit C.F. David
$365K -$72.7K -400 -17%
VBCG
833
Valley Brook Capital Group
Pennsylvania
$365K – – –
FCBT
834
First Citizens Bank & Trust
North Carolina
$362K – – –
LFAS
835
Level Four Advisory Services
Texas
$359K -$7.46K -41 -2%
WANY
836
Wealthspire Advisors (New York)
New York
$358K -$39.6K -218 -9%
TCA
837
Transcend Capital Advisors
New Jersey
$358K +$76.7K +422 +25%
GL
838
Graypoint LLC
New York
$357K +$138K +759 +57%
VC
839
Veracity Capital
Georgia
$355K -$58.9K -324 -14%
RWP
840
Ridgecrest Wealth Partners
California
$354K – – –
DI
841
Diligent Investors
California
$352K – – –
OCG
842
Opus Capital Group
Ohio
$352K +$373K +2,053 New
GWS
843
Glassman Wealth Services
Virginia
$349K +$1.46K +8 +0.4%
JIC
844
Johnson Investment Counsel
Ohio
$349K -$4.55K -25 -1%
BTW
845
Boston Trust Walden
Massachusetts
$348K -$54.6K -300 -13%
SWM
846
Stockman Wealth Management
Montana
$346K +$2.91K +16 +0.8%
PAM
847
Peak Asset Management
Colorado
$345K +$36.4K +200 +11%
PMFA
848
Plante Moran Financial Advisors
Michigan
$344K -$42.6K -234 -10%
CCM
849
Carlson Capital Management
Minnesota
$344K – – –
MA
850
MONECO Advisors
Connecticut
$343K +$93.7K +515 +35%
32 33
34
35 36