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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
826
Great Valley Advisor Group
Delaware
$649K -$28K -112 -4%
CBA
827
Coastal Bridge Advisors
Connecticut
$648K -$80.9K -324 -11%
TAM
828
Trust Asset Management
Texas
$647K – – –
DWP
829
Daymark Wealth Partners
Ohio
$645K +$27K +108 +0.1%
CHAM
830
Clear Harbor Asset Management
Connecticut
$637K +$5.49K +22 +0.8%
FRM
831
Foundation Resource Management
Arkansas
$636K -$6.24K -25 -0.9%
WF
832
Welch & Forbes
Massachusetts
$632K +$999 +4 +0.2%
SWM
833
Sugarloaf Wealth Management
Georgia
$631K – – –
FFA
834
Farther Finance Advisors
California
$631K +$23.5K +94 +4%
CIBC World Market
835
CIBC World Market
Ontario, Canada
$628K -$31.5M -126,269 -98%
STCOSD
836
Sageworth Trust Company of South Dakota
South Dakota
$628K -$71.2K -285 -10%
Legacy Financial Group (Iowa)
837
Legacy Financial Group (Iowa)
Iowa
$628K +$651K +2,606 New
CAM
838
Cozad Asset Management
Illinois
$628K – – –
SFS
839
Stiles Financial Services
Minnesota
$627K -$13.2K -53 -2%
Empower Advisory Group
840
Empower Advisory Group
Colorado
$626K +$103K +414 +19%
BHPW
841
Beverly Hills Private Wealth
California
$625K -$16.2K -65 -2%
IPW
842
Inlet Private Wealth
Florida
$624K -$150K -600 -19%
OFS
843
Orrstown Financial Services
Pennsylvania
$624K -$24K -96 -4%
CAM
844
Cidel Asset Management
Ontario, Canada
$623K -$39.7K -159 -6%
BTW
845
Boston Trust Walden
Massachusetts
$623K – – –
FSA
846
Franklin Street Advisors
North Carolina
$621K – – –
FRM
847
Fox Run Management
Connecticut
$618K +$641K +2,566 New
WS
848
Wedbush Securities
California
$618K +$96.9K +388 +18%
FNBSF
849
First National Bank Sioux Falls
South Dakota
$614K – – –
WPC
850
Wedmont Private Capital
Pennsylvania
$613K +$52.7K +211 +9%