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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
876
Lowe Wealth Advisors
Maryland
$15K +$15.3K +150 New
APSP
877
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
PCTC
878
Perkins Coie Trust Company
Washington
$14K – – –
SFWA
879
Summit Financial Wealth Advisors
Louisiana
$13K – – –
CCS
880
Crosspoint Capital Strategies
California
$13K +$13.7K +134 New
IPC
881
Independent Portfolio Consultants
Florida
$11K -$29.7K -290 -73%
CG
882
Colony Group
Massachusetts
$11K -$27.1K -265 -70%
AFIA
883
America First Investment Advisors
Nebraska
$11K – – –
AWS
884
Aris Wealth Services
Pennsylvania
$10K -$736K -7,194 -99%
MA
885
MCF Advisors
Kentucky
$10K -$5.73K -56 -36%
JWA
886
JFS Wealth Advisors
Pennsylvania
$10K -$3.78K -37 -26%
LFR
887
Lehman Financial Resources
Pennsylvania
$9K – – –
TIM
888
Tortoise Investment Management
New York
$8K – – –
AA
889
AlphaMark Advisors
Kentucky
$7K – – –
DOA
890
D'Orazio & Associates
Virginia
$7K +$6.44K +63 New
WAS
891
Winch Advisory Services
Wisconsin
$6K – – –
CWM
892
Cranbrook Wealth Management
Michigan
$5K – – –
PIM
893
Parasol Investment Management
Illinois
$5K – – –
SNT
894
Security National Trust
West Virginia
$5K – – –
LWA
895
Lenox Wealth Advisors
New York
$5K +$5.32K +52 New
CCMW
896
Cypress Capital Management (Wyoming)
Wyoming
$4.98K – – –
BCFS
897
Butensky & Cohen Financial Security
Florida
$4K – – –
GXMC
898
Global X Management Company
New York
$4K +$102 +1 +3%
CFA
899
CT Financial Advisors
Pennsylvania
$3.19K – – –
VIA
900
Vident Investment Advisory
Georgia
$3K -$572K -5,590 -99%
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