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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
876
Intercontinental Wealth Advisors
Texas
$207K -$9.56K -73 -4%
LFAS
877
Level Four Advisory Services
Texas
$207K +$24.8K +189 +13%
PP
878
Prudential plc
United Kingdom
$206K
AWM
879
AE Wealth Management
Kansas
$206K +$220K +1,683 New
AEPG
880
American Economic Planning Group
New Jersey
$205K -$118K -899 -35%
HFM
881
Hartford Financial Management
Connecticut
$205K
PI
882
Pettee Investors
Connecticut
$205K
Koshinski Asset Management
883
Koshinski Asset Management
Illinois
$204K -$9.69K -74 -4%
GFP
884
Gryphon Financial Partners
Ohio
$204K +$4.32K +33 +2%
WI
885
Wintrust Investments
Illinois
$203K
CSIC
886
Clifford Swan Investment Counsel
California
$203K +$218K +1,661 New
SWM
887
Stockman Wealth Management
Montana
$201K +$215K +1,642 New
DLA
888
Douglas Lane & Associates
New York
$201K +$216K +1,646 New
SAM
889
Shamrock Asset Management
Texas
$200K -$6.55K -50 -3%
BHWM
890
Bar Harbor Wealth Management
New Hampshire
$200K +$214K +1,636 New
TFS
891
TrustCore Financial Services
Tennessee
$196K +$13.1K +100 +7%
MIFH
892
Migdal Insurance & Financial Holdings
Israel
$192K +$203K +1,551 +8,617%
CFG
893
Citizens Financial Group
Rhode Island
$186K -$24.9K -190 -11%
WT
894
Washington Trust
Rhode Island
$184K
SOAMC
895
Spirit of America Management Corp
New York
$171K
CPIG
896
Chicago Partners Investment Group
Illinois
$171K +$5.89K +45 +3%
BC
897
Bartlett & Co
Ohio
$170K -$1.44K -11 -0.8%
BCWM
898
Bartlett & Co Wealth Management
Ohio
$170K -$1.44K -11 -0.8%
NIM
899
NuWave Investment Management
New Jersey
$167K +$22.5K +172 +14%
DAM
900
Delta Asset Management
Tennessee
$166K