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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
851
Biltmore Family Office
North Carolina
$813K +$75.4K +268 +11%
BTWM
852
Baker Tilly Wealth Management
Wisconsin
$802K -$92.6K -329 -11%
BEAM
853
Baker Ellis Asset Management
Washington
$798K -$47.6K -169 -6%
BCM
854
Brookstone Capital Management
Illinois
$791K +$87.2K +310 +13%
CT
855
Chicago Trust
Illinois
$791K -$65.3K -232 -8%
PFA
856
Pure Financial Advisors
California
$790K +$110K +392 +17%
SW
857
SkyOak Wealth
Michigan
$789K
BWP
858
Baldwin Wealth Partners
Massachusetts
$788K
BAM
859
Brave Asset Management
New Jersey
$786K -$19.7K -70 -3%
SFO
860
Stokes Family Office
Louisiana
$784K +$341K +1,212 +81%
GWANC
861
Guardian Wealth Advisors (North Carolina)
North Carolina
$782K -$31K -110 -4%
ICP
862
Interchange Capital Partners
Pennsylvania
$781K -$4.5K -16 -0.6%
MA
863
MONECO Advisors
Connecticut
$781K +$100K +357 +15%
ABC
864
Associated Banc-Corp
Wisconsin
$780K -$12.9K -46 -2%
AWM
865
Aries Wealth Management
Maine
$771K
IPW
866
Inlet Private Wealth
Florida
$769K
LCWP
867
Legacy Capital Wealth Partners
Arkansas
$761K -$83K -295 -10%
OFS
868
Orrstown Financial Services
Pennsylvania
$757K
WF
869
Welch & Forbes
Massachusetts
$757K
Legacy Financial Group (Iowa)
870
Legacy Financial Group (Iowa)
Iowa
$751K -$18.6K -66 -3%
AIM
871
Anchor Investment Management
South Carolina
$745K -$89.5K -318 -11%
FNBSF
872
First National Bank Sioux Falls
South Dakota
$739K
DWP
873
Daymark Wealth Partners
Ohio
$738K +$70.4K +250 +11%
MG
874
Mather Group
Illinois
$738K +$8.44K +30 +1%
PNC
875
Park National Corp
Ohio
$737K -$8.72K -31 -1%