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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Sawgrass Asset Management
Florida
$545K -$29.9K -140 -6%
HCA
827
Harbour Capital Advisors
Virginia
$545K – – –
IAIM
828
International Assets Investment Management
Florida
$544K +$507K +2,372 +18,246%
Daymark Wealth Partners
829
Daymark Wealth Partners
Ohio
$538K – – –
TCI Wealth Advisors
830
TCI Wealth Advisors
Arizona
$535K +$214 +1 +0%
Avantax Planning Partners
831
Avantax Planning Partners
Iowa
$535K +$186K +869 +60%
AF
832
Advisornet Financial
Minnesota
$531K -$226K -1,060 -31%
WAM
833
WFA Asset Management
Wisconsin
$531K +$2.56K +12 +0.5%
LSAG
834
Lake Street Advisors Group
New Hampshire
$531K +$9.4K +44 +2%
InterOcean Capital Group
835
InterOcean Capital Group
Tennessee
$531K +$2.35K +11 +0.5%
MLL
836
Moody Lynn & Lieberson
Massachusetts
$529K – – –
CSB
837
City State Bank
Iowa
$528K -$4.27K -20 -0.9%
LIM
838
Leavell Investment Management
Alabama
$528K – – –
PI
839
PFG Investments
New York
$526K +$488K +2,286 New
AP
840
Appleton Partners
Massachusetts
$521K -$10.7K -50 -2%
BCA
841
Bay Colony Advisors
Massachusetts
$520K -$7.05K -33 -1%
HIC
842
Hartline Investment Corp
Illinois
$520K +$482K +2,258 New
Wilbanks Smith & Thomas Asset Management
843
Wilbanks Smith & Thomas Asset Management
Virginia
$519K +$16K +75 +3%
KFGK
844
Keystone Financial Group (Kentucky)
Kentucky
$518K +$40.6K +190 +9%
GWANC
845
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K +$9.61K +45 +2%
HCM
846
Howland Capital Management
Massachusetts
$516K +$45.9K +215 +11%
SouthState Corp
847
SouthState Corp
Florida
$515K +$7.91K +37 +2%
SGCA
848
Steel Grove Capital Advisors
Tennessee
$510K – – –
OCG
849
Opus Capital Group
Ohio
$508K -$60.5K -283 -11%
Williams Jones Wealth Management
850
Williams Jones Wealth Management
New York
$508K -$3.21K -15 -0.7%