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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
876
Robertson Stephens Wealth Management
California
$281K – – –
ESB
877
Essex Savings Bank
Connecticut
$280K -$5.04K -29 -2%
STCOSD
878
Sageworth Trust Company of South Dakota
South Dakota
$279K -$418K -2,407 -59%
GAM
879
Gotham Asset Management
New York
$279K -$171K -983 -37%
PJSIMP
880
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K – – –
LIM
881
Leavell Investment Management
Alabama
$277K +$31.1K +179 +12%
WE
882
Wealth Effects
Massachusetts
$276K – – –
HIA
883
Harbor Investment Advisory
Maryland
$276K +$869 +5 +0.3%
DAM
884
Delta Asset Management
Tennessee
$274K – – –
RG
885
Renaissance Group
Kentucky
$273K -$1.74K -10 -0.6%
WSFS
886
Wilmington Savings Fund Society
Delaware
$273K – – –
OPS
887
Orion Portfolio Solutions
Nebraska
$272K -$18.4K -106 -6%
RRC
888
Relaxing Retirement Coach
Massachusetts
$271K – – –
HT
889
HighTower Trust
Texas
$271K +$1M +5,759 New
BFS
890
Bickling Financial Services
Massachusetts
$270K +$9.56K +55 +4%
BO
891
BRR OpCo
Ohio
$269K – – –
AA
892
ALPS Advisors
Colorado
$269K +$31.6K +182 +13%
CAG
893
Csenge Advisory Group
Florida
$269K +$42.4K +244 +18%
SCM
894
Shelton Capital Management
Colorado
$268K – – –
SIM
895
Sentry Investment Management
Wisconsin
$267K -$53.5K -308 -16%
CI
896
CX Institutional
Indiana
$267K +$274K +1,579 New
TNB
897
Thomasville National Bank
Georgia
$266K -$17.4K -100 -6%
BFA
898
Brendel Financial Advisors
New Hampshire
$266K – – –
GW
899
GW & Wade
Massachusetts
$266K – – –
KFS
900
Kurt F. Somerville
$266K – – –
34 35
36
37 38