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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
Stockman Wealth Management
Montana
$324K – – –
CWM
877
Cahaba Wealth Management
Georgia
$322K +$330K +1,973 New
AIM
878
Athena Investment Management
California
$321K +$16.7K +100 +5%
GSEP
879
Golden State Equity Partners
California
$320K +$58.6K +351 +22%
VC
880
Veracity Capital
Georgia
$319K -$38.6K -231 -11%
WPP
881
Whalerock Point Partners
Rhode Island
$319K – – –
QC
882
Quadrature Capital
United Kingdom
$318K -$3.53M -21,117 -92%
CGL
883
Clarius Group LLC
Washington
$318K -$126K -756 -28%
MA
884
MKT Advisors
California
$318K -$2.17K -13 -0.7%
MIM
885
Marco Investment Management
Georgia
$316K – – –
ACI
886
Alpha Cubed Investments
California
$316K – – –
CCM
887
Carlson Capital Management
Minnesota
$316K -$501 -3 -0.2%
RSWM
888
Robertson Stephens Wealth Management
California
$311K +$104K +621 +48%
ST
889
Spinnaker Trust
Maine
$311K – – –
EWS
890
Evergreen Wealth Solutions
Pennsylvania
$311K +$7.35K +44 +2%
FMTC
891
Farmers & Merchants Trust Company
California
$310K -$56.4K -338 -15%
MBTD
892
Mechanics Bank - Trust Department
California
$310K -$12.4K -74 -4%
WA
893
Waverly Advisors
Alabama
$310K +$5.01K +30 +2%
IRC
894
Investors Research Corp
Georgia
$308K – – –
NL
895
NWAM LLC
Washington
$307K +$2.34K +14 +0.7%
9WM
896
9258 Wealth Management
Ohio
$307K -$20K -120 -6%
WI
897
Wintrust Investments
Illinois
$306K – – –
HI
898
Humankind Investments
New York
$303K +$33.1K +198 +12%
ECM
899
Evergreen Capital Management
Washington
$303K -$27.4K -164 -8%
BBA
900
BLB&B Advisors
Pennsylvania
$301K -$13.7K -82 -4%
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