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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
851
Fortis Group Advisors
New Jersey
$350K -$2K -12 -0.6%
ICG
852
InterOcean Capital Group
Tennessee
$349K -$4.68K -28 -1%
KCM
853
Kathmere Capital Management
Pennsylvania
$349K -$48.3K -289 -12%
VC
854
Vicus Capital
Pennsylvania
$348K +$356K +2,131 New
AP
855
Appleton Partners
Massachusetts
$348K – – –
VBCG
856
Valley Brook Capital Group
Pennsylvania
$347K – – –
FAFN
857
First Affirmative Financial Network
Colorado
$344K +$20.7K +124 +6%
1IA
858
1620 Investment Advisors
Massachusetts
$341K +$501 +3 +0.1%
ECG
859
Edge Capital Group
Georgia
$339K – – –
RWP
860
Ridgecrest Wealth Partners
California
$337K +$345K +2,065 New
KFGK
861
Keystone Financial Group (Kentucky)
Kentucky
$337K -$4.01K -24 -1%
FWM
862
ForthRight Wealth Management
Georgia
$337K -$14.5K -87 -4%
DI
863
Diligent Investors
California
$336K – – –
BG
864
Benedetti & Gucer
Georgia
$335K – – –
GWS
865
Glassman Wealth Services
Virginia
$335K +$668 +4 +0.2%
GWANC
866
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$6.01K +36 +2%
BTW
867
Boston Trust Walden
Massachusetts
$331K – – –
MSFP
868
Mark Sheptoff Financial Planning
Connecticut
$329K – – –
GVAG
869
Great Valley Advisor Group
Delaware
$329K -$6.51K -39 -2%
PAM
870
Peak Asset Management
Colorado
$329K – – –
FCBT
871
First Citizens Bank & Trust
North Carolina
$329K +$3.17K +19 +1%
MA
872
MONECO Advisors
Connecticut
$328K +$4.17K +25 +1%
PMFA
873
Plante Moran Financial Advisors
Michigan
$328K – – –
PP
874
Paloma Partners
Connecticut
$325K +$332K +1,989 New
BCFD
875
Boit C.F. David
$325K – – –
33 34
35
36 37