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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
876
Advisors Management Group
Wisconsin
$339K -$5.4K -30 -2%
GPWA
877
Great Point Wealth Advisors
Massachusetts
$333K – – –
EWA
878
EP Wealth Advisors
California
$332K +$319K +1,772 New
APP
879
Alpha Paradigm Partners
Illinois
$332K – – –
CA
880
Clearstead Advisors
Ohio
$330K +$3.78K +21 +1%
EWS
881
Evergreen Wealth Solutions
Pennsylvania
$328K +$3.78K +21 +1%
SB
882
Simmons Bank
Arkansas
$326K +$313K +1,740 New
PIP
883
Peachtree Investment Partners
Florida
$326K +$313K +1,740 New
BL
884
BFSG LLC
California
$326K – – –
CIP
885
Convergence Investment Partners
Florida
$325K +$44.8K +249 +17%
BW
886
Basepoint Wealth
Iowa
$322K +$5.94K +33 +2%
CCA
887
Cobblestone Capital Advisors
New York
$321K – – –
PWC
888
PYA Waltman Capital
Tennessee
$321K +$48K +267 +18%
SMC
889
Smith, Moore & Co
Missouri
$321K – – –
PCP
890
Proficio Capital Partners
Massachusetts
$320K -$1.62K -9 -0.5%
NRS
891
Neville Rodie & Shaw
New York
$319K -$13.5K -75 -4%
ACA
892
Aptus Capital Advisors
Alabama
$319K -$11.2K -62 -4%
DAM
893
Delta Asset Management
Tennessee
$319K +$14.6K +81 +5%
SSB
894
Sandy Spring Bank
Maryland
$317K – – –
PBC
895
Pavion Blue Capital
California
$316K – – –
PA
896
Procyon Advisors
Connecticut
$315K -$39K -217 -11%
DLCIG
897
D.L. Carlson Investment Group
New Hampshire
$314K -$9.53K -53 -3%
SRC
898
Sage Rhino Capital
California
$313K +$300K +1,670 New
AT
899
American Trust
Kentucky
$313K -$6.3K -35 -2%
BHWM
900
Bar Harbor Wealth Management
New Hampshire
$312K +$55.4K +308 +23%
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