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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
876
Orion Portfolio Solutions
Nebraska
$313K -$48.9K -285 -14%
Lido Advisors
877
Lido Advisors
California
$311K -$18.5K -108 -6%
DWM
878
Destination Wealth Management
California
$310K +$2.4K +14 +0.8%
ESB
879
Essex Savings Bank
Connecticut
$308K
FG
880
Fiduciary Group
Georgia
$308K
PBC
881
Pavion Blue Capital
California
$308K
CA
882
Clearstead Advisors
Ohio
$306K +$27.1K +158 +10%
TNB
883
Thomasville National Bank
Georgia
$305K -$3.09K -18 -1%
RSWM
884
Robertson Stephens Wealth Management
California
$304K -$2.74K -16 -1%
SSB
885
Sandy Spring Bank
Maryland
$304K
SSA
886
Schonfeld Strategic Advisors
New York
$304K +$285K +1,663 New
TCA
887
Transcend Capital Advisors
New Jersey
$303K +$61.9K +361 +28%
9WM
888
9258 Wealth Management
Ohio
$301K -$50.4K -294 -15%
FHA
889
Flagship Harbor Advisors
Massachusetts
$299K -$132K -770 -32%
WE
890
Wealth Effects
Massachusetts
$298K +$171 +1 +0.1%
HIA
891
Harbor Investment Advisory
Maryland
$297K -$3.77K -22 -1%
RG
892
Renaissance Group
Kentucky
$297K
DAM
893
Delta Asset Management
Tennessee
$296K
WSFS
894
Wilmington Savings Fund Society
Delaware
$295K -$94.3K -550 -25%
RRC
895
Relaxing Retirement Coach
Massachusetts
$292K
BO
896
BRR OpCo
Ohio
$291K +$273K +1,591 New
PCP
897
Proficio Capital Partners
Massachusetts
$291K +$273K +1,594 New
MYIA
898
Mount Yale Investment Advisors
Colorado
$290K +$3.77K +22 +1%
SCM
899
Shelton Capital Management
Colorado
$289K
KFS
900
Kurt F. Somerville
$288K