We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
876
Stiles Financial Services
Minnesota
$841K -$606 -2 -0.1%
BA
877
Bridgewater Advisors
New York
$841K +$7.88K +26 +1%
MWPCG
878
Measured Wealth Private Client Group
New Hampshire
$833K +$58.2K +192 +8%
BWP
879
Baldwin Wealth Partners
Massachusetts
$831K -$5.76K -19 -0.7%
SGI
880
Summit Global Investments
Utah
$829K -$1.44M -4,765 -65%
BIA
881
Beacon Investment Advisors
Maryland
$828K – – –
EP
882
Edgestream Partners
New Jersey
$822K +$755K +2,491 New
HA
883
Hamel Associates
New Jersey
$818K +$49.7K +164 +7%
AWM
884
Aprio Wealth Management
Georgia
$816K +$63.3K +209 +9%
RC
885
Rexford Capital
Texas
$815K +$20K +66 +3%
OFS
886
Orrstown Financial Services
Pennsylvania
$812K -$16.1K -53 -2%
RWA
887
River Wealth Advisors
Pennsylvania
$812K -$1.51K -5 -0.2%
HCA
888
Harbour Capital Advisors
Virginia
$810K – – –
BFG
889
Berger Financial Group
Minnesota
$809K -$31.2K -103 -4%
TAM
890
Trust Asset Management
Texas
$805K -$25.5K -84 -3%
SF
891
Summit Financial
New Jersey
$803K +$28.8K +95 +4%
LCWP
892
Legacy Capital Wealth Partners
Arkansas
$803K -$49.4K -163 -6%
ESB
893
Essex Savings Bank
Connecticut
$794K – – –
NWM
894
Northcape Wealth Management
New York
$792K – – –
BCA
895
Bay Colony Advisors
Massachusetts
$784K +$159K +525 +28%
IC
896
Inscription Capital
Texas
$784K +$271K +895 +60%
1IA
897
1620 Investment Advisors
Massachusetts
$784K +$8.49K +28 +1%
JWM
898
Jeppson Wealth Management
California
$782K – – –
IWM
899
Iams Wealth Management
Nebraska
$780K +$138K +456 +24%
CAM
900
Cidel Asset Management
Ontario, Canada
$778K +$173K +570 +32%
34 35
36
37 38