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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
876
Peak Asset Management
Colorado
$340K +$15.5K +86 +5%
AMG
877
Advisors Management Group
Wisconsin
$339K -$5.4K -30 -2%
GPWA
878
Great Point Wealth Advisors
Massachusetts
$333K – – –
EWA
879
EP Wealth Advisors
California
$332K +$319K +1,772 New
APP
880
Alpha Paradigm Partners
Illinois
$332K – – –
CA
881
Clearstead Advisors
Ohio
$330K +$3.78K +21 +1%
EWS
882
Evergreen Wealth Solutions
Pennsylvania
$328K +$3.78K +21 +1%
SB
883
Simmons Bank
Arkansas
$326K +$313K +1,740 New
PIP
884
Peachtree Investment Partners
Florida
$326K +$313K +1,740 New
BL
885
BFSG LLC
California
$326K – – –
CIP
886
Convergence Investment Partners
Florida
$325K +$44.8K +249 +17%
BW
887
Basepoint Wealth
Iowa
$322K +$5.94K +33 +2%
CCA
888
Cobblestone Capital Advisors
New York
$321K – – –
PWC
889
PYA Waltman Capital
Tennessee
$321K +$48K +267 +18%
SMC
890
Smith, Moore & Co
Missouri
$321K – – –
PCP
891
Proficio Capital Partners
Massachusetts
$320K -$1.62K -9 -0.5%
NRS
892
Neville Rodie & Shaw
New York
$319K -$13.5K -75 -4%
ACA
893
Aptus Capital Advisors
Alabama
$319K -$11.2K -62 -4%
DAM
894
Delta Asset Management
Tennessee
$319K +$14.6K +81 +5%
SSB
895
Sandy Spring Bank
Maryland
$317K – – –
PBC
896
Pavion Blue Capital
California
$316K – – –
PA
897
Procyon Advisors
Connecticut
$315K -$39K -217 -11%
DLCIG
898
D.L. Carlson Investment Group
New Hampshire
$314K -$9.53K -53 -3%
SRC
899
Sage Rhino Capital
California
$313K +$300K +1,670 New
AT
900
American Trust
Kentucky
$313K -$6.3K -35 -2%
34 35
36
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