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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
851
TrustCore Financial Services
Tennessee
$247K +$12.9K +101 +6%
TIA
852
Tiemann Investment Advisors
California
$246K -$14.1K -110 -6%
GLA
853
Good Life Advisors
Pennsylvania
$246K +$231K +1,802 New
LIM
854
Leavell Investment Management
Alabama
$245K -$64K -500 -22%
CCMD
855
Cypress Capital Management (Delaware)
Delaware
$245K -$9.6K -75 -4%
ACI
856
Alpha Cubed Investments
California
$245K +$228K +1,785 New
GPWA
857
Great Point Wealth Advisors
Massachusetts
$243K – – –
AW
858
Alpha Windward
Massachusetts
$243K +$768 +6 +0.3%
SIAS
859
Shine Investment Advisory Services
Colorado
$242K – – –
FWM
860
Focused Wealth Management
New York
$242K +$64K +500 +40%
CIC
861
Carnegie Investment Counsel
Ohio
$240K -$18K -141 -7%
AIM
862
Aspen Investment Management
Michigan
$238K – – –
CFSG
863
Community Financial Services Group
Vermont
$238K – – –
BAS
864
Brown Advisory Securities
Maryland
$237K -$169K -1,318 -43%
UBV
865
United Bank (Virginia)
Virginia
$237K +$221K +1,728 New
WWM
866
Windsor Wealth Management
Indiana
$235K -$43.1K -337 -16%
BTW
867
Boston Trust Walden
Massachusetts
$235K – – –
FMLI
868
Fukoku Mutual Life Insurance
Japan
$233K – – –
HB
869
Homrich & Berg
Georgia
$232K -$1.15K -9 -0.5%
TL
870
TrueWealth LLC
Georgia
$231K -$512 -4 -0.2%
BOH
871
Bank of Hawaii
Hawaii
$231K – – –
SS
872
Simplicity Solutions
Minnesota
$230K -$160K -1,253 -43%
AWM
873
AE Wealth Management
Kansas
$230K +$214K +1,674 New
FNT
874
First Nebraska Trust
Nebraska
$229K – – –
VWA
875
V Wealth Advisors
Kansas
$229K +$210K +1,643 New
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