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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SkyOak Wealth
Michigan
$720K – – –
PS
827
Principal Securities
Iowa
$719K – – –
NRD
828
Nebula Research & Development
New York
$719K +$677K +2,717 New
FIA
829
Foundations Investment Advisors
Arizona
$716K +$73.2K +294 +12%
ABC
830
Associated Banc-Corp
Wisconsin
$713K – – –
TC
831
TwinBeech Capital
New York
$711K -$27.2M -109,115 -98%
DWP
832
Daymark Wealth Partners
Ohio
$709K -$26M -104,559 -97%
CGL
833
Clarius Group LLC
Washington
$706K +$223K +897 +51%
SG
834
StoneX Group
New York
$700K +$659K +2,647 New
IAS
835
Insigneo Advisory Services
Florida
$699K -$13.5K -54 -2%
IFG
836
Independent Financial Group
California
$697K +$87.7K +352 +15%
WF
837
Welch & Forbes
Massachusetts
$693K -$997 -4 -0.2%
TAM
838
Trust Asset Management
Texas
$693K -$16.2K -65 -2%
OFS
839
Orrstown Financial Services
Pennsylvania
$691K +$5.48K +22 +0.8%
MF
840
Magnetar Financial
Illinois
$690K +$650K +2,609 New
STCOSD
841
Sageworth Trust Company of South Dakota
South Dakota
$689K – – –
GC
842
Grimes & Company
Massachusetts
$688K +$14.9K +60 +2%
SVWAG
843
Sound View Wealth Advisors Group
Georgia
$687K -$75.7K -304 -10%
JAG
844
Journey Advisory Group
Kentucky
$686K -$103K -415 -14%
IPW
845
Inlet Private Wealth
Florida
$685K – – –
QCIG
846
Quad-Cities Investment Group
Iowa
$684K +$41.6K +167 +7%
BTW
847
Boston Trust Walden
Massachusetts
$684K – – –
FSA
848
Franklin Street Advisors
North Carolina
$682K – – –
SQA
849
Simon Quick Advisors
New Jersey
$680K +$254K +1,019 +66%
SFS
850
Stiles Financial Services
Minnesota
$679K -$7.97K -32 -1%
32 33
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35 36