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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
851
Glassman Wealth Services
Virginia
$355K +$1.41K +8 +0.4%
SOW
852
State of Wyoming
Wyoming
$355K -$30.9K -175 -8%
AIA
853
Alera Investment Advisors
Illinois
$353K -$173K -979 -33%
BTW
854
Boston Trust Walden
Massachusetts
$352K – – –
ECM
855
Evergreen Capital Management
Washington
$351K +$11.8K +67 +3%
MSFP
856
Mark Sheptoff Financial Planning
Connecticut
$350K +$5.64K +32 +2%
PAM
857
Peak Asset Management
Colorado
$350K – – –
AF
858
Advisornet Financial
Minnesota
$349K +$35.3K +200 +11%
WAM
859
Wakefield Asset Management
Colorado
$349K +$355K +2,010 New
PMFA
860
Plante Moran Financial Advisors
Michigan
$349K – – –
BCFD
861
Boit C.F. David
$347K – – –
TC
862
TAP Consulting
Missouri
$347K – – –
9WM
863
9258 Wealth Management
Ohio
$347K +$6K +34 +2%
GWANC
864
Guardian Wealth Advisors (North Carolina)
North Carolina
$346K +$84.1K +477 +31%
FCBT
865
First Citizens Bank & Trust
North Carolina
$346K -$21K -119 -6%
SWM
866
Stockman Wealth Management
Montana
$345K -$5.47K -31 -2%
MA
867
MONECO Advisors
Connecticut
$344K -$3K -17 -0.8%
FAFN
868
First Affirmative Financial Network
Colorado
$344K +$54.3K +308 +18%
MBTD
869
Mechanics Bank - Trust Department
California
$343K +$7.76K +44 +2%
MA
870
MKT Advisors
California
$342K – – –
IAN
871
Integrated Advisors Network
Texas
$340K -$36.9K -209 -10%
WPP
872
Whalerock Point Partners
Rhode Island
$339K +$6.53K +37 +2%
DIA
873
Dana Investment Advisors
Wisconsin
$338K +$14.1K +80 +4%
RWA
874
Ropes Wealth Advisors
Massachusetts
$336K +$40.9K +232 +14%
CCM
875
Carlson Capital Management
Minnesota
$336K -$12.9K -73 -4%
33 34
35
36 37