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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
851
National Wealth Management Group
Ohio
$713K +$683K +2,552 New
FNBSF
852
First National Bank Sioux Falls
South Dakota
$711K -$4.29K -16 -0.6%
BFO
853
Biltmore Family Office
North Carolina
$708K +$455K +1,700 +204%
TVM
854
True Vision MN
Minnesota
$707K – – –
SFS
855
Stiles Financial Services
Minnesota
$707K +$1.34K +5 +0.2%
GC
856
Grimes & Company
Massachusetts
$702K +$19.5K +73 +3%
MG
857
Mather Group
Illinois
$702K +$90.8K +339 +16%
BIA
858
Beacon Investment Advisors
Maryland
$700K +$268 +1 +0%
KC
859
Kepler Cheuvreux
$699K +$671K +2,505 New
JAG
860
Journey Advisory Group
Kentucky
$697K -$26.8K -100 -4%
MIF
861
Mediolanum International Funds
Ireland
$697K +$675K +2,519 New
BTW
862
Boston Trust Walden
Massachusetts
$694K – – –
FSA
863
Franklin Street Advisors
North Carolina
$692K -$26.8K -100 -4%
SG
864
StoneX Group
New York
$691K +$803 +3 +0.1%
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$687K -$11.2K -42 -2%
ESB
866
Essex Savings Bank
Connecticut
$687K – – –
EW
867
Evoke Wealth
California
$685K +$36.4K +136 +6%
NAM
868
NorthCrest Asset Manangement
Minnesota
$685K +$219K +819 +52%
TCA
869
Transcend Capital Advisors
New Jersey
$684K +$108K +402 +20%
MWM
870
Modera Wealth Management
New Jersey
$684K +$35.3K +132 +6%
SRL
871
Scientech Research LLC
New Jersey
$682K +$654K +2,443 New
HCA
872
Harbour Capital Advisors
Virginia
$681K +$268 +1 +0%
FRM
873
Fox Run Management
Connecticut
$679K +$651K +2,431 New
SWP
874
Stratos Wealth Partners
Ohio
$678K +$25.4K +95 +4%
IAS
875
Insigneo Advisory Services
Florida
$676K -$31.1K -116 -5%
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