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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
851
FAS Wealth Partners
Kansas
$248K +$257K +1,654 New
FWM
852
Fairhaven Wealth Management
Illinois
$247K – – –
HIA
853
Harbor Investment Advisory
Maryland
$247K – – –
CFSG
854
Community Financial Services Group
Vermont
$245K – – –
VFA
855
Valeo Financial Advisors
Indiana
$244K -$621 -4 -0.2%
ACM
856
Advisors Capital Management
New Jersey
$244K +$11K +71 +5%
RG
857
Renaissance Group
Kentucky
$243K -$54.6K -352 -18%
OPS
858
Orion Portfolio Solutions
Nebraska
$243K +$39.6K +255 +19%
DAM
859
Delta Asset Management
Tennessee
$242K – – –
NQWM
860
Northwest Quadrant Wealth Management
Oregon
$242K – – –
SDH
861
Sloy Dahl & Holst
Washington
$242K – – –
EFS
862
Essex Financial Services
Connecticut
$241K – – –
SSB
863
Sandy Spring Bank
Maryland
$240K – – –
CIC
864
Carnegie Investment Counsel
Ohio
$240K +$310 +2 +0.1%
MSFS
865
Main Street Financial Solutions
Pennsylvania
$240K +$465 +3 +0.2%
BB
866
Bell Bank
North Dakota
$240K +$249K +1,603 New
PA
867
Procyon Advisors
Connecticut
$239K +$621 +4 +0.3%
PCG
868
Private Capital Group
Connecticut
$239K +$4.34K +28 +2%
TMAM
869
Tokio Marine Asset Management
Japan
$239K +$12.3K +79 +5%
FHA
870
Flagship Harbor Advisors
Massachusetts
$239K +$26.5K +171 +12%
EGM
871
Engineers Gate Manager
New York
$236K -$243K -1,564 -50%
KFS
872
Kurt F. Somerville
$236K – – –
RC
873
Randolph Company
Ohio
$236K – – –
BFA
874
Brendel Financial Advisors
New Hampshire
$235K -$754K -4,860 -76%
APWM
875
Atlas Private Wealth Management
New York
$234K -$83K -535 -25%