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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
826
Oberweis Asset Management
Illinois
$394K -$22.2K -128 -6%
EWS
827
Evergreen Wealth Solutions
Pennsylvania
$393K +$27.7K +160 +8%
RWP
828
Ridgecrest Wealth Partners
California
$393K – – –
AAP
829
Arax Advisory Partners
Colorado
$393K +$117K +674 +48%
FWM
830
ForthRight Wealth Management
Georgia
$393K – – –
KFGK
831
Keystone Financial Group (Kentucky)
Kentucky
$393K – – –
DI
832
Diligent Investors
California
$392K – – –
BTW
833
Boston Trust Walden
Massachusetts
$386K – – –
HCM
834
Howland Capital Management
Massachusetts
$386K +$74.5K +430 +27%
CGL
835
Clarius Group LLC
Washington
$386K +$13.5K +78 +4%
LNB
836
Ledyard National Bank
$386K -$22.2K -128 -6%
WA
837
Waverly Advisors
Alabama
$385K +$21.5K +124 +7%
MSFP
838
Mark Sheptoff Financial Planning
Connecticut
$384K – – –
PAM
839
Peak Asset Management
Colorado
$384K – – –
PMFA
840
Plante Moran Financial Advisors
Michigan
$383K – – –
MAG
841
Mayfair Advisory Group
Alabama
$382K -$40.5K -234 -11%
MA
842
MONECO Advisors
Connecticut
$381K -$1.39K -8 -0.4%
RSWM
843
Robertson Stephens Wealth Management
California
$378K +$13.7K +79 +4%
GSEP
844
Golden State Equity Partners
California
$375K +$2.42K +14 +0.7%
AIM
845
Athena Investment Management
California
$375K – – –
ACI
846
Alpha Cubed Investments
California
$375K +$5.54K +32 +2%
DWM
847
Defined Wealth Management
Oregon
$374K +$340K +1,961 New
WI
848
Wintrust Investments
Illinois
$372K +$13.7K +79 +4%
GP
849
Girard Partners
Pennsylvania
$372K +$31.3K +181 +10%
WPP
850
Whalerock Point Partners
Rhode Island
$372K – – –
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