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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
876
Marco Investment Management
Georgia
$336K – – –
ACI
877
Alpha Cubed Investments
California
$336K +$5.82K +33 +2%
BBA
878
BLB&B Advisors
Pennsylvania
$335K -$4.41K -25 -1%
GA
879
Geller Advisors
New York
$334K +$132K +751 +64%
ST
880
Spinnaker Trust
Maine
$331K +$88.2K +500 +36%
CA
881
Clearstead Advisors
Ohio
$330K +$12.7K +72 +4%
IRC
882
Investors Research Corp
Georgia
$328K – – –
GS
883
GTS Securities
Florida
$326K +$332K +1,880 New
WI
884
Wintrust Investments
Illinois
$325K – – –
FHA
885
Flagship Harbor Advisors
Massachusetts
$325K -$12K -68 -4%
WA
886
Waverly Advisors
Alabama
$324K +$99.1K +562 +43%
NL
887
NWAM LLC
Washington
$324K +$329K +1,867 New
AIM
888
Athena Investment Management
California
$324K -$353 -2 -0.1%
NPP
889
New Potomac Partners
Maryland
$324K -$8.82K -50 -3%
EWS
890
Evergreen Wealth Solutions
Pennsylvania
$323K +$48.9K +277 +17%
MPIA
891
Mountain Pacific Investment Advisers
Idaho
$318K -$9.7K -55 -3%
EWM
892
Evermay Wealth Management
Virginia
$317K – – –
DCM
893
Donaldson Capital Management
Indiana
$316K -$122K -689 -27%
BW
894
Bison Wealth
Georgia
$314K +$319K +1,809 New
AMG
895
Advisors Management Group
Wisconsin
$314K – – –
SC
896
SouthState Corp
Florida
$312K -$16.4K -93 -5%
VT
897
Vise Technologies
New York
$311K -$21.7K -123 -6%
SMC
898
Smith, Moore & Co
Missouri
$310K +$13.2K +75 +4%
GPWA
899
Great Point Wealth Advisors
Massachusetts
$309K +$529 +3 +0.2%
VSQM
900
V-Square Quantitative Management
Illinois
$307K -$24.5K -139 -7%
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