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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
Baron Wealth Management
Michigan
$648K +$52.2K +198 +9%
NWM
852
Northcape Wealth Management
New York
$642K – – –
WS
853
Wedbush Securities
California
$641K -$7.91K -30 -1%
1IA
854
1620 Investment Advisors
Massachusetts
$633K +$6.85K +26 +1%
NPT
855
Nixon Peabody Trust
Massachusetts
$630K -$13.2K -50 -2%
TWA
856
TCI Wealth Advisors
Arizona
$630K +$3.69K +14 +0.6%
RC
857
Rexford Capital
Texas
$629K +$620K +2,352 New
I
858
InceptionR
California
$629K +$620K +2,351 New
RF
859
Robinswood Financial
Washington
$628K – – –
SWP
860
Stratos Wealth Partners
Ohio
$624K -$48K -182 -7%
LI
861
LMCG Investments
Massachusetts
$624K +$4.48K +17 +0.7%
AIM
862
Alhambra Investment Management
Florida
$623K -$13.2K -50 -2%
HWMO
863
Heritage Wealth Management (Ohio)
Ohio
$623K – – –
UCB
864
United Community Bank
South Carolina
$623K -$118K -448 -16%
MA
865
MONECO Advisors
Connecticut
$623K +$527 +2 +0.1%
SWM
866
Salvus Wealth Management
New Jersey
$621K -$12.7K -48 -2%
CB
867
Community Bank
New York
$621K -$496K -1,880 -45%
EW
868
Evoke Wealth
California
$620K +$243K +921 +66%
MWM
869
Modera Wealth Management
New Jersey
$620K +$28.7K +109 +5%
MLL
870
Moody Lynn & Lieberson
Massachusetts
$619K +$3.95K +15 +0.7%
STCOSD
871
Sageworth Trust Company of South Dakota
South Dakota
$617K -$78.8K -299 -11%
HCA
872
Harbour Capital Advisors
Virginia
$615K – – –
SIG
873
Sky Investment Group
Connecticut
$613K – – –
FRM
874
Foundation Resource Management
Arkansas
$612K – – –
PW
875
PUREfi Wealth
Massachusetts
$611K +$171K +650 +40%
33 34
35
36 37