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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
851
Journey Advisory Group
Kentucky
$612K – – –
VF
852
Virtu Financial
New York
$612K -$3.61M -14,449 -85%
QWP
853
Quotient Wealth Partners
Texas
$606K -$184K -738 -23%
HB
854
HTLF Bank
Colorado
$605K – – –
BIA
855
Beacon Investment Advisors
Maryland
$603K +$250 +1 +0%
FB
856
Finward Bancorp
Indiana
$602K +$624K +2,500 New
ESB
857
Essex Savings Bank
Connecticut
$602K +$2K +8 +0.3%
JWM
858
Jeppson Wealth Management
California
$600K – – –
CAG
859
Crestwood Advisors Group
Massachusetts
$598K +$274K +1,099 +79%
WCWM
860
Wooster Corthell Wealth Management
Connecticut
$593K +$614K +2,461 New
CF
861
Centaurus Financial
California
$588K -$27.2K -109 -4%
QCIG
862
Quad-Cities Investment Group
Iowa
$583K +$66.9K +268 +12%
FIA
863
Foundations Investment Advisors
Arizona
$582K +$87.1K +349 +17%
HCA
864
Harbour Capital Advisors
Virginia
$579K – – –
NWM
865
Northcape Wealth Management
New York
$578K – – –
RF
866
Robinswood Financial
Washington
$578K – – –
AIM
867
Alhambra Investment Management
Florida
$577K -$6.24K -25 -1%
MWM
868
Modera Wealth Management
New Jersey
$575K +$137K +547 +30%
TCA
869
Transcend Capital Advisors
New Jersey
$574K -$24.2K -97 -4%
CAMG
870
CWA Asset Management Group
Florida
$570K +$119K +476 +25%
ICP
871
Interchange Capital Partners
Pennsylvania
$566K -$19K -76 -3%
WAM
872
WFA Asset Management
Wisconsin
$566K +$2.75K +11 +0.5%
SWM
873
Salvus Wealth Management
New Jersey
$566K -$3.75K -15 -0.6%
HWMO
874
Heritage Wealth Management (Ohio)
Ohio
$561K – – –
TWA
875
TCI Wealth Advisors
Arizona
$561K -$5.99K -24 -1%
33 34
35
36 37