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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
851
GW & Wade
Massachusetts
$238K +$23.7K +153 +11%
MYIA
852
Mount Yale Investment Advisors
Colorado
$238K +$242K +1,564 New
ECM
853
Evergreen Capital Management
Washington
$236K +$240K +1,553 New
CF
854
Centaurus Financial
California
$235K +$21.4K +138 +10%
HWA
855
Heritage Wealth Advisors
Virginia
$233K +$155 +1 +0.1%
CIC
856
Carnegie Investment Counsel
Ohio
$233K -$10.7K -69 -4%
WSC
857
Wellington Shields & Co
New York
$232K – – –
AIM
858
Aspen Investment Management
Michigan
$231K -$32.7K -211 -12%
APP
859
Avantax Planning Partners
Iowa
$231K +$2.17K +14 +0.9%
AIM
860
Anchor Investment Management
South Carolina
$230K – – –
SCA
861
Sippican Capital Advisors
Massachusetts
$228K -$3.87K -25 -2%
OWP
862
Obermeyer Wealth Partners
Colorado
$228K – – –
FTC
863
Farmers Trust Company
Ohio
$227K -$774 -5 -0.3%
ATFA
864
All Terrain Financial Advisors
Minnesota
$227K – – –
WT
865
Washington Trust
Rhode Island
$227K – – –
LW
866
Linscomb Wealth
Texas
$227K +$232K +1,496 New
OPA
867
Old Port Advisors
Maine
$226K -$3.1K -20 -1%
VCA
868
Verdence Capital Advisors
Maryland
$225K -$120K -777 -34%
GVAG
869
Great Valley Advisor Group
Delaware
$225K +$310 +2 +0.1%
APWM
870
Atlas Private Wealth Management
New York
$223K -$15.3K -99 -6%
MSA
871
Marino Stram & Associates
Massachusetts
$222K -$2.01M -12,979 -90%
TC
872
TownSquare Capital
Utah
$222K +$226K +1,459 New
VCM
873
Vigilant Capital Management
Maine
$221K +$1.39K +9 +0.6%
CCP
874
Cardan Capital Partners
Colorado
$221K +$8.82K +57 +4%
AHB
875
Abner Herrman & Brock
New Jersey
$221K +$225K +1,453 New
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