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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
851
Mark Sheptoff Financial Planning
Connecticut
$372K – – –
SWA
852
Sutton Wealth Advisors
Florida
$370K – – –
DWM
853
Defined Wealth Management
Oregon
$366K – – –
BBA
854
BLB&B Advisors
Pennsylvania
$366K -$2.52K -14 -0.7%
ACI
855
Alpha Cubed Investments
California
$364K – – –
DWP
856
Destiny Wealth Partners
Florida
$363K -$899 -5 -0.3%
MIM
857
Marco Investment Management
Georgia
$363K – – –
MBTD
858
Mechanics Bank - Trust Department
California
$362K – – –
DWM
859
Destination Wealth Management
California
$361K +$43.2K +240 +14%
SC
860
SouthState Corp
Florida
$361K +$15.3K +85 +5%
NPP
861
New Potomac Partners
Maryland
$359K – – –
WPP
862
Whalerock Point Partners
Rhode Island
$359K – – –
BCM
863
Brookstone Capital Management
Illinois
$357K -$8.1K -45 -2%
IRC
864
Investors Research Corp
Georgia
$354K – – –
MPIA
865
Mountain Pacific Investment Advisers
Idaho
$353K – – –
MAG
866
Mayfair Advisory Group
Alabama
$353K -$37.2K -207 -10%
AIM
867
Athena Investment Management
California
$350K – – –
WI
868
Wintrust Investments
Illinois
$349K -$26.8K -149 -7%
NL
869
NWAM LLC
Washington
$349K +$335K +1,861 New
FG
870
Fiduciary Group
Georgia
$347K +$5.76K +32 +2%
ECM
871
Evergreen Capital Management
Washington
$347K +$71.6K +398 +27%
SIMM
872
Stillwater Investment Management (Minnesota)
Minnesota
$345K +$180 +1 +0.1%
AF
873
Advisornet Financial
Minnesota
$345K -$276K -1,533 -45%
CI
874
CX Institutional
Indiana
$344K +$76.6K +426 +30%
PAM
875
Peak Asset Management
Colorado
$340K +$15.5K +86 +5%
33 34
35
36 37