TRV icon

Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
826
Gryphon Financial Partners
Ohio
$779K -$63.7K -238 -8%
BAM
827
Brave Asset Management
New Jersey
$776K – – –
WIA
828
World Investment Advisors
California
$773K +$158K +589 +27%
GVAG
829
Great Valley Advisor Group
Delaware
$769K -$8.57K -32 -1%
MMM
830
Mendel Money Management
Illinois
$766K – – –
ABC
831
Associated Banc-Corp
Wisconsin
$763K – – –
CAM
832
Chesapeake Asset Management
New York
$761K -$13.4K -50 -2%
SW
833
SkyOak Wealth
Michigan
$760K – – –
BWP
834
Baldwin Wealth Partners
Massachusetts
$758K – – –
ICP
835
Interchange Capital Partners
Pennsylvania
$757K +$63.7K +238 +10%
SWP
836
Sagespring Wealth Partners
Tennessee
$756K +$72.3K +270 +11%
MAM
837
Madison Asset Management
Wisconsin
$751K -$40.2K -150 -5%
HIP
838
HUB Investment Partners
Texas
$750K -$8.84K -33 -1%
AWM
839
AE Wealth Management
Kansas
$744K +$201K +750 +39%
AWM
840
Aries Wealth Management
Maine
$742K – – –
IPW
841
Inlet Private Wealth
Florida
$740K +$16.3K +61 +2%
BONH
842
Bank of New Hampshire
New Hampshire
$739K -$19K -71 -3%
PW
843
PUREfi Wealth
Massachusetts
$738K +$96.7K +361 +16%
TAM
844
Trust Asset Management
Texas
$731K – – –
WF
845
Welch & Forbes
Massachusetts
$729K – – –
OFS
846
Orrstown Financial Services
Pennsylvania
$729K – – –
Legacy Financial Group (Iowa)
847
Legacy Financial Group (Iowa)
Iowa
$729K +$6.16K +23 +0.9%
BIG
848
Brooklyn Investment Group
New York
$726K -$17.9K -67 -2%
SF
849
Summit Financial
New Jersey
$724K +$254K +949 +58%
AAM
850
Aureus Asset Management
Massachusetts
$723K -$201K -750 -22%