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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
851
44 Wealth Management
Oregon
$239K +$244K +1,575 New
PMFA
852
Plante Moran Financial Advisors
Michigan
$238K -$92.9K -600 -28%
CFA
853
Carroll Financial Associates
North Carolina
$238K +$1.7K +11 +0.7%
GW
854
GW & Wade
Massachusetts
$238K +$23.7K +153 +11%
MYIA
855
Mount Yale Investment Advisors
Colorado
$238K +$242K +1,564 New
ECM
856
Evergreen Capital Management
Washington
$236K +$240K +1,553 New
CF
857
Centaurus Financial
California
$235K +$21.4K +138 +10%
HWA
858
Heritage Wealth Advisors
Virginia
$233K +$155 +1 +0.1%
CIC
859
Carnegie Investment Counsel
Ohio
$233K -$10.7K -69 -4%
WSC
860
Wellington Shields & Co
New York
$232K – – –
AIM
861
Aspen Investment Management
Michigan
$231K -$32.7K -211 -12%
APP
862
Avantax Planning Partners
Iowa
$231K +$2.17K +14 +0.9%
AIM
863
Anchor Investment Management
South Carolina
$230K – – –
SCA
864
Sippican Capital Advisors
Massachusetts
$228K -$3.87K -25 -2%
OWP
865
Obermeyer Wealth Partners
Colorado
$228K – – –
FTC
866
Farmers Trust Company
Ohio
$227K -$774 -5 -0.3%
ATFA
867
All Terrain Financial Advisors
Minnesota
$227K – – –
WT
868
Washington Trust
Rhode Island
$227K – – –
LW
869
Linscomb Wealth
Texas
$227K +$232K +1,496 New
OPA
870
Old Port Advisors
Maine
$226K -$3.1K -20 -1%
VCA
871
Verdence Capital Advisors
Maryland
$225K -$120K -777 -34%
GVAG
872
Great Valley Advisor Group
Delaware
$225K +$310 +2 +0.1%
APWM
873
Atlas Private Wealth Management
New York
$223K -$15.3K -99 -6%
MSA
874
Marino Stram & Associates
Massachusetts
$222K -$2.01M -12,979 -90%
TC
875
TownSquare Capital
Utah
$222K +$226K +1,459 New
33 34
35
36 37