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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
TAP Consulting
Missouri
$343K – – –
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$340K – – –
SC
853
SRB Corp
Massachusetts
$338K -$101K -554 -22%
9WM
854
9258 Wealth Management
Ohio
$337K -$14.7K -81 -4%
MA
855
MKT Advisors
California
$336K +$2.36K +13 +0.7%
DWM
856
Destination Wealth Management
California
$336K +$5.46K +30 +2%
DWM
857
Defined Wealth Management
Oregon
$335K – – –
BBA
858
BLB&B Advisors
Pennsylvania
$335K -$182 -1 -0.1%
ECM
859
Evergreen Capital Management
Washington
$334K +$18.7K +103 +6%
FHA
860
Flagship Harbor Advisors
Massachusetts
$332K -$13.6K -75 -4%
MIM
861
Marco Investment Management
Georgia
$332K – – –
MBTD
862
Mechanics Bank - Trust Department
California
$331K – – –
KCM
863
Kathmere Capital Management
Pennsylvania
$330K -$52.4K -288 -13%
VT
864
Vise Technologies
New York
$328K +$85.1K +468 +32%
NPP
865
New Potomac Partners
Maryland
$328K – – –
WPP
866
Whalerock Point Partners
Rhode Island
$328K – – –
MAG
867
Mayfair Advisory Group
Alabama
$328K +$14.4K +79 +4%
VSQM
868
V-Square Quantitative Management
Illinois
$327K +$347K +1,908 New
ACI
869
Alpha Cubed Investments
California
$326K -$7.09K -39 -2%
SC
870
SouthState Corp
Florida
$324K -$5.64K -31 -2%
IRC
871
Investors Research Corp
Georgia
$323K – – –
MPIA
872
Mountain Pacific Investment Advisers
Idaho
$323K – – –
WI
873
Wintrust Investments
Illinois
$321K +$1.82K +10 +0.5%
GFP
874
Gryphon Financial Partners
Ohio
$320K -$22.5K -124 -6%
AIM
875
Athena Investment Management
California
$320K – – –
33 34
35
36 37