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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Wedmont Private Capital
826
Wedmont Private Capital
Pennsylvania
$548K +$70.3K +319 +15%
WAM
827
WFA Asset Management
Wisconsin
$548K +$2.21K +10 +0.4%
CI
828
Cigna Investments
Connecticut
$546K -$11.5K -52 -2%
HWMO
829
Heritage Wealth Management (Ohio)
Ohio
$546K – – –
MSCM
830
McElhenny Sheffield Capital Management
Texas
$541K +$509K +2,310 New
Summit Trail Advisors
831
Summit Trail Advisors
New York
$540K +$136K +618 +37%
HCM
832
Howland Capital Management
Massachusetts
$538K +$16.5K +75 +3%
LIM
833
Leavell Investment Management
Alabama
$537K – – –
CSB
834
City State Bank
Iowa
$535K – – –
MLL
835
Moody Lynn & Lieberson
Massachusetts
$535K -$2.87K -13 -0.6%
LA
836
Lifeworks Advisors
Michigan
$535K +$503K +2,283 New
LSAG
837
Lake Street Advisors Group
New Hampshire
$529K -$15K -68 -3%
Diversify Advisory Services
838
Diversify Advisory Services
Utah
$527K -$225K -1,019 -33%
SGCA
839
Steel Grove Capital Advisors
Tennessee
$523K – – –
IAIM
840
International Assets Investment Management
Florida
$520K +$1.32K +6 +0.3%
1IA
841
1620 Investment Advisors
Massachusetts
$518K -$48.5K -220 -9%
Arax Advisory Partners
842
Arax Advisory Partners
Colorado
$517K -$1.1K -5 -0.2%
Williams Jones Wealth Management
843
Williams Jones Wealth Management
New York
$517K +$220 +1 +0%
Larson Financial Group
844
Larson Financial Group
Missouri
$517K +$320K +1,451 +192%
SouthState Corp
845
SouthState Corp
Florida
$516K – – –
BCA
846
Bay Colony Advisors
Massachusetts
$512K -$2.65K -12 -0.5%
Empower Advisory Group
847
Empower Advisory Group
Colorado
$511K -$882 -4 -0.2%
Wedbush Securities
848
Wedbush Securities
California
$509K -$1.02M -4,629 -68%
AP
849
Appleton Partners
Massachusetts
$507K – – –
Avantax Planning Partners
850
Avantax Planning Partners
Iowa
$506K -$661 -3 -0.1%