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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
AE Wealth Management
Kansas
$230K +$214K +1,674 New
FNT
877
First Nebraska Trust
Nebraska
$229K – – –
VWA
878
V Wealth Advisors
Kansas
$229K +$210K +1,643 New
GFP
879
Gryphon Financial Partners
Ohio
$228K -$305K -2,385 -59%
GT
880
Greenleaf Trust
Michigan
$228K +$213K +1,662 New
GVAG
881
Great Valley Advisor Group
Delaware
$228K +$213K +1,663 New
TCM
882
Tradition Capital Management
New Jersey
$227K -$12.8K -100 -6%
WPA
883
Winning Points Advisors
Florida
$224K +$209K +1,634 New
BHWM
884
Bar Harbor Wealth Management
New Hampshire
$224K +$209K +1,636 New
SCP
885
Seizert Capital Partners
Michigan
$222K +$207K +1,620 New
CFS
886
CRA Financial Services
New Jersey
$221K +$206K +1,608 New
IIA
887
IPG Investment Advisors
California
$220K +$205K +1,605 New
AIM
888
Anchor Investment Management
South Carolina
$219K – – –
WTB
889
Washington Trust Bank
Washington
$219K -$30.7K -240 -13%
NQWM
890
Northwest Quadrant Wealth Management
Oregon
$219K +$203K +1,590 New
NL
891
NWAM LLC
Washington
$219K +$205K +1,600 New
RRC
892
Relaxing Retirement Coach
Massachusetts
$219K +$205K +1,600 New
LW
893
Linscomb Wealth
Texas
$218K +$203K +1,589 New
IWA
894
Intercontinental Wealth Advisors
Texas
$216K – – –
KFS
895
Kurt F. Somerville
$216K +$202K +1,575 New
RC
896
Randolph Company
Ohio
$216K +$202K +1,577 New
DSI
897
Daiwa SB Investments
Japan
$215K -$24.3K -190 -11%
MFW
898
Meristem Family Wealth
Minnesota
$215K +$200K +1,565 New
AEPG
899
American Economic Planning Group
New Jersey
$213K +$199K +1,552 New
VCA
900
Verdence Capital Advisors
Maryland
$212K +$198K +1,544 New
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