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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMM
851
Stillwater Investment Management (Minnesota)
Minnesota
$251K +$128 +1 +0.1%
GAM
852
Grandview Asset Management
Pennsylvania
$250K -$12.4K -97 -5%
ACM
853
Advisors Capital Management
New Jersey
$247K -$12.9K -101 -5%
TFS
854
TrustCore Financial Services
Tennessee
$247K +$12.9K +101 +6%
TIA
855
Tiemann Investment Advisors
California
$246K -$14.1K -110 -6%
GLA
856
Good Life Advisors
Pennsylvania
$246K +$231K +1,802 New
LIM
857
Leavell Investment Management
Alabama
$245K -$64K -500 -22%
CCMD
858
Cypress Capital Management (Delaware)
Delaware
$245K -$9.6K -75 -4%
ACI
859
Alpha Cubed Investments
California
$245K +$228K +1,785 New
GPWA
860
Great Point Wealth Advisors
Massachusetts
$243K – – –
AW
861
Alpha Windward
Massachusetts
$243K +$768 +6 +0.3%
SIAS
862
Shine Investment Advisory Services
Colorado
$242K – – –
FWM
863
Focused Wealth Management
New York
$242K +$64K +500 +40%
CIC
864
Carnegie Investment Counsel
Ohio
$240K -$18K -141 -7%
AIM
865
Aspen Investment Management
Michigan
$238K – – –
CFSG
866
Community Financial Services Group
Vermont
$238K – – –
BAS
867
Brown Advisory Securities
Maryland
$237K -$169K -1,318 -43%
UBV
868
United Bank (Virginia)
Virginia
$237K +$221K +1,728 New
WWM
869
Windsor Wealth Management
Indiana
$235K -$43.1K -337 -16%
BTW
870
Boston Trust Walden
Massachusetts
$235K – – –
FMLI
871
Fukoku Mutual Life Insurance
Japan
$233K – – –
HB
872
Homrich & Berg
Georgia
$232K -$1.15K -9 -0.5%
TL
873
TrueWealth LLC
Georgia
$231K -$512 -4 -0.2%
BOH
874
Bank of Hawaii
Hawaii
$231K – – –
SS
875
Simplicity Solutions
Minnesota
$230K -$160K -1,253 -43%
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