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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
851
Boothbay Fund Management
New York
$295K +$313K +1,923 New
NPP
852
New Potomac Partners
Maryland
$293K -$78K -480 -20%
WPP
853
Whalerock Point Partners
Rhode Island
$293K – – –
SIA
854
Schechter Investment Advisors
Michigan
$292K -$169K -1,042 -35%
FAIM
855
Financial Advocates Investment Management
Washington
$292K +$311K +1,913 New
PJSIMP
856
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K – – –
PA
857
Procyon Advisors
Connecticut
$291K +$7.97K +49 +3%
GFP
858
Gryphon Financial Partners
Ohio
$290K -$12.8K -79 -4%
IRC
859
Investors Research Corp
Georgia
$289K – – –
MPIA
860
Mountain Pacific Investment Advisers
Idaho
$289K – – –
AIM
861
Athena Investment Management
California
$286K – – –
DMBA
862
Deseret Mutual Benefit Administrators
Utah
$285K -$302K -1,859 -50%
AMG
863
Advisors Management Group
Wisconsin
$282K – – –
SC
864
SouthState Corp
Florida
$282K – – –
SIMM
865
Stillwater Investment Management (Minnesota)
Minnesota
$282K – – –
GL
866
Graypoint LLC
New York
$280K +$41.5K +255 +16%
WANY
867
Wealthspire Advisors (New York)
New York
$280K +$297K +1,825 New
GPWA
868
Great Point Wealth Advisors
Massachusetts
$272K – – –
NRS
869
Neville Rodie & Shaw
New York
$272K – – –
APP
870
Alpha Paradigm Partners
Illinois
$271K -$179K -1,099 -38%
ACA
871
Aptus Capital Advisors
Alabama
$270K +$163 +1 +0.1%
MFG
872
Menard Financial Group
Texas
$267K +$283K +1,741 New
BL
873
BFSG LLC
California
$266K – – –
CA
874
Clearstead Advisors
Ohio
$266K +$6.5K +40 +2%
EWS
875
Evergreen Wealth Solutions
Pennsylvania
$265K -$24.4K -150 -8%
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