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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
876
Carroll Financial Associates
North Carolina
$233K -$31.7K -204 -12%
LSAG
877
Lake Street Advisors Group
New Hampshire
$231K -$5.74K -37 -2%
HWA
878
Heritage Wealth Advisors
Virginia
$230K +$155 +1 +0.1%
OPA
879
Old Port Advisors
Maine
$229K -$30.3K -195 -12%
SCA
880
Sippican Capital Advisors
Massachusetts
$228K – – –
WSC
881
Wellington Shields & Co
New York
$228K – – –
AIM
882
Anchor Investment Management
South Carolina
$226K – – –
IWM
883
IHT Wealth Management
Illinois
$225K -$311K -2,003 -57%
APP
884
Avantax Planning Partners
Iowa
$225K -$15.5K -100 -6%
OWP
885
Obermeyer Wealth Partners
Colorado
$225K +$233K +1,500 New
QT
886
Quantbot Technologies
New York
$225K +$234K +1,507 New
ATFA
887
All Terrain Financial Advisors
Minnesota
$224K – – –
FTC
888
Farmers Trust Company
Ohio
$223K -$8.53K -55 -4%
WT
889
Washington Trust
Rhode Island
$223K +$155 +1 +0.1%
SWM
890
Sugarloaf Wealth Management
Georgia
$222K +$1.09K +7 +0.5%
SFA
891
Sequoia Financial Advisors
Ohio
$222K +$230K +1,482 New
GVAG
892
Great Valley Advisor Group
Delaware
$221K +$3.57K +23 +2%
FNT
893
First Nebraska Trust
Nebraska
$216K – – –
ST
894
Spinnaker Trust
Maine
$216K – – –
VCM
895
Vigilant Capital Management
Maine
$216K +$32K +206 +17%
CCMD
896
Cypress Capital Management (Delaware)
Delaware
$215K -$5.43K -35 -2%
SPI
897
Santori & Peters Inc
Pennsylvania
$215K +$310 +2 +0.1%
BFS
898
Bickling Financial Services
Massachusetts
$215K +$10.2K +66 +5%
CPIA
899
Cornell Pochily Investment Advisors
New York
$213K +$221K +1,422 New
WC
900
Woodstock Corp
Massachusetts
$212K -$24.4K -157 -10%
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