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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TL
876
TrueWealth LLC
Georgia
$208K – – –
DSI
877
Daiwa SB Investments
Japan
$208K +$60.3K +460 +37%
DC
878
Davenport & Co
Virginia
$207K -$14.1K -108 -6%
IWA
879
Intercontinental Wealth Advisors
Texas
$207K -$9.56K -73 -4%
LFAS
880
Level Four Advisory Services
Texas
$207K +$24.8K +189 +13%
PP
881
Prudential plc
United Kingdom
$206K – – –
AWM
882
AE Wealth Management
Kansas
$206K +$220K +1,683 New
AEPG
883
American Economic Planning Group
New Jersey
$205K -$118K -899 -35%
HFM
884
Hartford Financial Management
Connecticut
$205K – – –
PI
885
Pettee Investors
Connecticut
$205K – – –
Koshinski Asset Management
886
Koshinski Asset Management
Illinois
$204K -$9.69K -74 -4%
GFP
887
Gryphon Financial Partners
Ohio
$204K +$4.32K +33 +2%
WI
888
Wintrust Investments
Illinois
$203K – – –
CSIC
889
Clifford Swan Investment Counsel
California
$203K +$218K +1,661 New
SWM
890
Stockman Wealth Management
Montana
$201K +$215K +1,642 New
DLA
891
Douglas Lane & Associates
New York
$201K +$216K +1,646 New
SAM
892
Shamrock Asset Management
Texas
$200K -$6.55K -50 -3%
BHWM
893
Bar Harbor Wealth Management
New Hampshire
$200K +$214K +1,636 New
TFS
894
TrustCore Financial Services
Tennessee
$196K +$13.1K +100 +7%
MIFH
895
Migdal Insurance & Financial Holdings
Israel
$192K +$203K +1,551 +8,617%
CFG
896
Citizens Financial Group
Rhode Island
$186K -$24.9K -190 -11%
WT
897
Washington Trust
Rhode Island
$184K – – –
SOAMC
898
Spirit of America Management Corp
New York
$171K – – –
CPIG
899
Chicago Partners Investment Group
Illinois
$171K +$5.89K +45 +3%
BC
900
Bartlett & Co
Ohio
$170K -$1.44K -11 -0.8%