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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$344K -$42.6K -234 -10%
CCM
852
Carlson Capital Management
Minnesota
$344K – – –
MA
853
MONECO Advisors
Connecticut
$343K +$93.7K +515 +35%
TC
854
TAP Consulting
Missouri
$343K – – –
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
$340K – – –
SC
856
SRB Corp
Massachusetts
$338K -$101K -554 -22%
9WM
857
9258 Wealth Management
Ohio
$337K -$14.7K -81 -4%
MA
858
MKT Advisors
California
$336K +$2.36K +13 +0.7%
Destination Wealth Management
859
Destination Wealth Management
California
$336K +$5.46K +30 +2%
DWM
860
Defined Wealth Management
Oregon
$335K – – –
BBA
861
BLB&B Advisors
Pennsylvania
$335K -$182 -1 -0.1%
Evergreen Capital Management
862
Evergreen Capital Management
Washington
$334K +$18.7K +103 +6%
FHA
863
Flagship Harbor Advisors
Massachusetts
$332K -$13.6K -75 -4%
MIM
864
Marco Investment Management
Georgia
$332K – – –
MBTD
865
Mechanics Bank - Trust Department
California
$331K – – –
KCM
866
Kathmere Capital Management
Pennsylvania
$330K -$52.4K -288 -13%
Vise Technologies
867
Vise Technologies
New York
$328K +$85.1K +468 +32%
NPP
868
New Potomac Partners
Maryland
$328K – – –
WPP
869
Whalerock Point Partners
Rhode Island
$328K – – –
MAG
870
Mayfair Advisory Group
Alabama
$328K +$14.4K +79 +4%
VSQM
871
V-Square Quantitative Management
Illinois
$327K +$347K +1,908 New
Alpha Cubed Investments
872
Alpha Cubed Investments
California
$326K -$7.09K -39 -2%
SouthState Corp
873
SouthState Corp
Florida
$324K -$5.64K -31 -2%
IRC
874
Investors Research Corp
Georgia
$323K – – –
MPIA
875
Mountain Pacific Investment Advisers
Idaho
$323K – – –