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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
Catamount Wealth Management
Connecticut
$33K +$34.2K +334 New
RIA
852
Regal Investment Advisors
Michigan
$31K +$10K +98 +46%
WCM
853
Windsor Capital Management
Arizona
$31K +$32.4K +317 New
FPFS
854
First Personal Financial Services
North Carolina
$30K – – –
WA
855
WealthTrust-Arizona
Arizona
$30K +$30.7K +300 New
SAM
856
Shamrock Asset Management
Texas
$29K – – –
IMS
857
Index Management Solutions
Pennsylvania
$29K +$1.13K +11 +4%
GI
858
Gradient Investments
Minnesota
$28K – – –
CA
859
CapWealth Advisors
Tennessee
$25K – – –
HR
860
Howe & Rusling
New York
$25K +$511 +5 +2%
DLHL
861
Donald L. Hagan LLC
Florida
$25K +$25.6K +250 New
SCP
862
Syntal Capital Partners
Texas
$21K -$3.99K -39 -15%
BKA
863
Brick & Kyle Associates
Pennsylvania
$20K -$35.8K -350 -63%
AWM
864
AllSquare Wealth Management
New York
$20K -$12.3K -120 -37%
ES
865
Equitec Specialists
Illinois
$20K +$20.5K +200 New
TSU
866
TD Securities (USA)
New York
$18K -$13.2M -128,893 -100%
BCMIO
867
Beacon Capital Management Inc (Ohio)
Ohio
$18K +$307 +3 +2%
RCG
868
Ruggie Capital Group
Florida
$17K -$102 -1 -0.6%
TFO
869
Tarbox Family Office
California
$16K -$920 -9 -5%
HCMT
870
Highland Capital Management (Tennessee)
Tennessee
$16K – – –
RPG
871
Risk Paradigm Group
Texas
$15.7K +$3.07K +30 +23%
KPCM
872
Kings Point Capital Management
New York
$15K – – –
LWCFA
873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
MWP
874
MYCIO Wealth Partners
Pennsylvania
$15K – – –
MFBTD
875
MB Financial Bank - Trust Department
Illinois
$15K +$10.5K +103 +198%
33 34
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36 37