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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
876
Community Financial Services Group
Vermont
$246K – – –
NQWM
877
Northwest Quadrant Wealth Management
Oregon
$244K +$2.21K +15 +0.9%
Lido Advisors
878
Lido Advisors
California
$244K +$238K +1,619 New
DAM
879
Delta Asset Management
Tennessee
$243K – – –
SDH
880
Sloy Dahl & Holst
Washington
$243K +$13.8K +94 +6%
Fisher Asset Management
881
Fisher Asset Management
Washington
$242K -$64.1K -436 -21%
EFS
882
Essex Financial Services
Connecticut
$241K -$492K -3,350 -68%
MSFS
883
Main Street Financial Solutions
Pennsylvania
$241K -$48.1K -327 -17%
APP
884
Avantax Planning Partners
Iowa
$241K -$11.2K -76 -5%
SSB
885
Sandy Spring Bank
Maryland
$241K – – –
CIC
886
Carnegie Investment Counsel
Ohio
$241K +$236K +1,603 New
PA
887
Procyon Advisors
Connecticut
$240K +$17.2K +117 +8%
DCM
888
Driehaus Capital Management
Illinois
$239K +$234K +1,589 New
BFEC
889
Benjamin F. Edwards & Company
Missouri
$237K – – –
KFS
890
Kurt F. Somerville
$237K – – –
RC
891
Randolph Company
Ohio
$237K – – –
PMFA
892
Plante Moran Financial Advisors
Michigan
$236K -$117K -795 -34%
WC
893
Woodstock Corp
Massachusetts
$236K -$13.5K -92 -6%
PCG
894
Private Capital Group
Connecticut
$236K +$25.1K +171 +12%
DP
895
Dearborn Partners
Illinois
$235K +$147 +1 +0.1%
ACM
896
Advisors Capital Management
New Jersey
$234K +$19.1K +130 +9%
PCA
897
Personal Capital Advisors
California
$234K +$229K +1,555 New
FTC
898
Farmers Trust Company
Ohio
$233K -$67.6K -460 -23%
LFAS
899
Level Four Advisory Services
Texas
$233K – – –
PA
900
PFG Advisors
Arizona
$233K +$228K +1,550 New