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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
851
TrueWealth LLC
Georgia
$221K – – –
CRM
852
Capital Returns Management
New York
$221K +$219K +1,700 New
ZB
853
Zions Bancorporation
Utah
$220K +$219K +1,694 New
HB
854
Homrich & Berg
Georgia
$219K -$6.07K -47 -3%
LFAS
855
Level Four Advisory Services
Texas
$219K -$1.03K -8 -0.5%
VWA
856
V Wealth Advisors
Kansas
$219K +$218K +1,690 New
MWAC
857
Mariner Wealth Advisors (Cincinnati)
Ohio
$217K -$68.9K -534 -24%
IWA
858
Intercontinental Wealth Advisors
Texas
$217K -$2.58K -20 -1%
HFM
859
Hartford Financial Management
Connecticut
$217K – – –
PI
860
Pettee Investors
Connecticut
$217K – – –
LSA
861
L & S Advisors
California
$215K +$214K +1,655 New
DLA
862
Douglas Lane & Associates
New York
$214K – – –
PC
863
Port Capital
Illinois
$214K +$212K +1,646 New
BHWM
864
Bar Harbor Wealth Management
New Hampshire
$212K – – –
SAM
865
Shamrock Asset Management
Texas
$212K – – –
WPA
866
Winning Points Advisors
Florida
$212K +$211K +1,634 New
NQWM
867
Northwest Quadrant Wealth Management
Oregon
$211K +$208K +1,613 New
GCA
868
Gideon Capital Advisors
New York
$208K -$904K -7,009 -81%
KFS
869
Kurt F. Somerville
$208K +$206K +1,600 New
RRC
870
Relaxing Retirement Coach
Massachusetts
$208K +$206K +1,600 New
CAW
871
Cornerstone Advisors (Washington)
Washington
$205K -$18.2K -141 -8%
RC
872
Randolph Company
Ohio
$205K +$204K +1,577 New
NFG
873
Next Financial Group
Texas
$202K -$144K -1,116 -42%
WI
874
Wintrust Investments
Illinois
$201K -$14.1K -109 -7%
MHS
875
M Holdings Securities
Oregon
$201K +$200K +1,546 New
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