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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
851
New Potomac Partners
Maryland
$293K -$78K -480 -20%
WPP
852
Whalerock Point Partners
Rhode Island
$293K – – –
SIA
853
Schechter Investment Advisors
Michigan
$292K -$169K -1,042 -35%
FAIM
854
Financial Advocates Investment Management
Washington
$292K +$311K +1,913 New
PJSIMP
855
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K – – –
PA
856
Procyon Advisors
Connecticut
$291K +$7.97K +49 +3%
GFP
857
Gryphon Financial Partners
Ohio
$290K -$12.8K -79 -4%
IRC
858
Investors Research Corp
Georgia
$289K – – –
MPIA
859
Mountain Pacific Investment Advisers
Idaho
$289K – – –
AIM
860
Athena Investment Management
California
$286K – – –
DMBA
861
Deseret Mutual Benefit Administrators
Utah
$285K -$302K -1,859 -50%
AMG
862
Advisors Management Group
Wisconsin
$282K – – –
SC
863
SouthState Corp
Florida
$282K – – –
SIMM
864
Stillwater Investment Management (Minnesota)
Minnesota
$282K – – –
GL
865
Graypoint LLC
New York
$280K +$41.5K +255 +16%
WANY
866
Wealthspire Advisors (New York)
New York
$280K +$297K +1,825 New
GPWA
867
Great Point Wealth Advisors
Massachusetts
$272K – – –
NRS
868
Neville Rodie & Shaw
New York
$272K – – –
APP
869
Alpha Paradigm Partners
Illinois
$271K -$179K -1,099 -38%
ACA
870
Aptus Capital Advisors
Alabama
$270K +$163 +1 +0.1%
MFG
871
Menard Financial Group
Texas
$267K +$283K +1,741 New
BL
872
BFSG LLC
California
$266K – – –
CA
873
Clearstead Advisors
Ohio
$266K +$6.5K +40 +2%
EWS
874
Evergreen Wealth Solutions
Pennsylvania
$265K -$24.4K -150 -8%
DLCIG
875
D.L. Carlson Investment Group
New Hampshire
$265K – – –
33 34
35
36 37