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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
876
Fiduciary Group
Georgia
$320K +$2.91K +16 +0.9%
DIA
877
Dana Investment Advisors
Wisconsin
$320K +$339K +1,866 New
PCP
878
Proficio Capital Partners
Massachusetts
$317K +$26.7K +147 +9%
SIMM
879
Stillwater Investment Management (Minnesota)
Minnesota
$316K +$182 +1 +0.1%
CA
880
Clearstead Advisors
Ohio
$314K +$12.7K +70 +4%
EWM
881
Evermay Wealth Management
Virginia
$313K -$40.9K -225 -11%
AF
882
Advisornet Financial
Minnesota
$310K -$5.46K -30 -2%
AMG
883
Advisors Management Group
Wisconsin
$310K – – –
GPWA
884
Great Point Wealth Advisors
Massachusetts
$304K – – –
WA
885
Wealth Alliance
New York
$302K +$321K +1,765 New
PJSIMP
886
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K +$3.64K +20 +1%
FWM
887
FFT Wealth Management
Pennsylvania
$301K +$23.5K +129 +8%
MFS
888
Mirabella Financial Services
United Kingdom
$299K +$317K +1,742 New
BL
889
BFSG LLC
California
$298K – – –
PA
890
Procyon Advisors
Connecticut
$296K +$7.82K +43 +3%
CAM
891
Chesapeake Asset Management
New York
$294K +$312K +1,716 New
SMC
892
Smith, Moore & Co
Missouri
$293K – – –
SFS
893
Sowell Financial Services
Arkansas
$293K +$311K +1,712 New
SCP
894
Sender Company & Partners
New York
$293K +$311K +1,708 New
DWP
895
Destiny Wealth Partners
Florida
$292K -$42.6K -234 -12%
RWA
896
Ropes Wealth Advisors
Massachusetts
$292K -$68K -374 -18%
BW
897
Basepoint Wealth
Iowa
$292K -$2.91K -16 -0.9%
NRS
898
Neville Rodie & Shaw
New York
$291K – – –
PBC
899
Pavion Blue Capital
California
$289K – – –
FAFN
900
First Affirmative Financial Network
Colorado
$287K +$3.82K +21 +1%
34 35
36
37 38