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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
826
WFA Asset Management
Wisconsin
$548K +$2.21K +10 +0.4%
CI
827
Cigna Investments
Connecticut
$546K -$11.5K -52 -2%
HWMO
828
Heritage Wealth Management (Ohio)
Ohio
$546K
MSCM
829
McElhenny Sheffield Capital Management
Texas
$541K +$509K +2,310 New
STA
830
Summit Trail Advisors
New York
$540K +$136K +618 +37%
HCM
831
Howland Capital Management
Massachusetts
$538K +$16.5K +75 +3%
LIM
832
Leavell Investment Management
Alabama
$537K
CSB
833
City State Bank
Iowa
$535K
MLL
834
Moody Lynn & Lieberson
Massachusetts
$535K -$2.87K -13 -0.6%
LA
835
Lifeworks Advisors
Michigan
$535K +$503K +2,283 New
LSAG
836
Lake Street Advisors Group
New Hampshire
$529K -$15K -68 -3%
DAS
837
Diversify Advisory Services
Utah
$527K -$225K -1,019 -33%
SGCA
838
Steel Grove Capital Advisors
Tennessee
$523K
1IA
839
1620 Investment Advisors
Massachusetts
$518K -$48.5K -220 -9%
AAP
840
Arax Advisory Partners
Colorado
$517K -$1.1K -5 -0.2%
WJWM
841
Williams Jones Wealth Management
New York
$517K +$220 +1 +0%
LFG
842
Larson Financial Group
Missouri
$517K +$320K +1,451 +192%
SC
843
SouthState Corp
Florida
$516K
BCA
844
Bay Colony Advisors
Massachusetts
$512K -$2.65K -12 -0.5%
Empower Advisory Group
845
Empower Advisory Group
Colorado
$511K -$882 -4 -0.2%
WS
846
Wedbush Securities
California
$509K -$1.02M -4,629 -68%
AP
847
Appleton Partners
Massachusetts
$507K
APP
848
Avantax Planning Partners
Iowa
$506K -$661 -3 -0.1%
FZCM
849
Flynn Zito Capital Management
New York
$505K -$213K -964 -31%
SFG
850
Seamount Financial Group
Colorado
$504K