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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TU
851
TDAM USA
Ontario, Canada
$264K -$63.1K -429 -20%
ESB
852
Essex Savings Bank
Connecticut
$263K – – –
MGIA
853
Moneta Group Investment Advisors
Missouri
$263K +$257K +1,749 New
SVWAG
854
Sound View Wealth Advisors Group
Georgia
$262K +$4.7K +32 +2%
BCM
855
Bayesian Capital Management
New York
$262K +$256K +1,740 New
AIM
856
Aspen Investment Management
Michigan
$261K – – –
LIM
857
Leavell Investment Management
Alabama
$260K – – –
PVH
858
Psagot Value Holdings
Israel
$260K – – –
TSS
859
Two Sigma Securities
New York
$260K +$254K +1,729 New
MFW
860
Meristem Family Wealth
Minnesota
$259K – – –
UBV
861
United Bank (Virginia)
Virginia
$259K +$14.4K +98 +6%
FAM
862
Formidable Asset Management
Ohio
$256K +$247K +1,682 New
W
863
WealthStone
Ohio
$255K +$14.3K +97 +6%
GSEP
864
Golden State Equity Partners
California
$255K +$35.3K +240 +17%
PBC
865
Pavion Blue Capital
California
$254K – – –
OPA
866
Old Port Advisors
Maine
$252K -$4.26K -29 -2%
DT
867
Diversified Trust
Tennessee
$251K -$45K -306 -16%
SCM
868
Shelton Capital Management
Colorado
$249K -$42K -286 -15%
EH
869
Equitable Holdings
New York
$248K -$1.32K -9 -0.5%
HIA
870
Harbor Investment Advisory
Maryland
$248K – – –
FWM
871
Fairhaven Wealth Management
Illinois
$248K +$147 +1 +0.1%
BPA
872
Beacon Pointe Advisors
California
$248K +$25.1K +171 +12%
VFA
873
Valeo Financial Advisors
Indiana
$246K -$19.3K -131 -7%
CFSG
874
Community Financial Services Group
Vermont
$246K – – –
NQWM
875
Northwest Quadrant Wealth Management
Oregon
$244K +$2.21K +15 +0.9%
33 34
35
36 37