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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$244K -$621 -4 -0.2%
ACM
852
Advisors Capital Management
New Jersey
$244K +$11K +71 +5%
RG
853
Renaissance Group
Kentucky
$243K -$54.6K -352 -18%
OPS
854
Orion Portfolio Solutions
Nebraska
$243K +$39.6K +255 +19%
DAM
855
Delta Asset Management
Tennessee
$242K – – –
NQWM
856
Northwest Quadrant Wealth Management
Oregon
$242K – – –
SDH
857
Sloy Dahl & Holst
Washington
$242K – – –
EFS
858
Essex Financial Services
Connecticut
$241K – – –
SSB
859
Sandy Spring Bank
Maryland
$240K – – –
CIC
860
Carnegie Investment Counsel
Ohio
$240K +$310 +2 +0.1%
MSFS
861
Main Street Financial Solutions
Pennsylvania
$240K +$465 +3 +0.2%
BB
862
Bell Bank
North Dakota
$240K +$249K +1,603 New
PA
863
Procyon Advisors
Connecticut
$239K +$621 +4 +0.3%
PCG
864
Private Capital Group
Connecticut
$239K +$4.34K +28 +2%
TMAM
865
Tokio Marine Asset Management
Japan
$239K +$12.3K +79 +5%
FHA
866
Flagship Harbor Advisors
Massachusetts
$239K +$26.5K +171 +12%
EGM
867
Engineers Gate Manager
New York
$236K -$243K -1,564 -50%
KFS
868
Kurt F. Somerville
$236K – – –
RC
869
Randolph Company
Ohio
$236K – – –
BFA
870
Brendel Financial Advisors
New Hampshire
$235K -$754K -4,860 -76%
APWM
871
Atlas Private Wealth Management
New York
$234K -$83K -535 -25%
CFA
872
Carroll Financial Associates
North Carolina
$233K -$31.7K -204 -12%
LSAG
873
Lake Street Advisors Group
New Hampshire
$231K -$5.74K -37 -2%
HWA
874
Heritage Wealth Advisors
Virginia
$230K +$155 +1 +0.1%
OPA
875
Old Port Advisors
Maine
$229K -$30.3K -195 -12%
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