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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Donaldson Capital Management
876
Donaldson Capital Management
Indiana
$341K +$173 +1 +0.1%
SMC
877
Smith, Moore & Co
Missouri
$340K – – –
PFBT
878
Parkside Financial Bank & Trust
Missouri
$340K +$28.6K +165 +10%
PJSIMP
879
P.J. Schmidt Investment Management (PJS)
Wisconsin
$339K +$10.6K +61 +4%
RIL
880
Rothschild Investment LLC
Illinois
$339K +$308K +1,781 New
AMG
881
Advisors Management Group
Wisconsin
$339K -$4.67K -27 -1%
CWA Asset Management Group
882
CWA Asset Management Group
Florida
$339K +$23.7K +137 +8%
EWM
883
Evermay Wealth Management
Virginia
$338K +$346 +2 +0.1%
SCA
884
Sippican Capital Advisors
Massachusetts
$338K +$307K +1,772 New
CIS
885
Custom Index Systems
New York
$337K +$306K +1,768 New
GA
886
Geller Advisors
New York
$336K -$164K -948 -35%
RWA Wealth Partners
887
RWA Wealth Partners
Massachusetts
$335K +$305K +1,760 New
WesBanco Bank
888
WesBanco Bank
West Virginia
$335K -$208K -1,200 -41%
Blue Trust Inc
889
Blue Trust Inc
Georgia
$333K -$44.2K -255 -11%
Sanibel Captiva Trust Company
890
Sanibel Captiva Trust Company
Florida
$332K +$302K +1,745 New
HI
891
Humankind Investments
New York
$332K -$19.7K -114 -6%
BL
892
BFSG LLC
California
$331K – – –
PBC
893
Pavion Blue Capital
California
$328K – – –
FG
894
Fiduciary Group
Georgia
$327K – – –
GW & Wade
895
GW & Wade
Massachusetts
$325K -$173 -1 -0.1%
NRS
896
Neville Rodie & Shaw
New York
$324K – – –
BMCM
897
Bryn Mawr Capital Management
Pennsylvania
$323K -$7.96K -46 -3%
TWM
898
Trueblood Wealth Management
Ohio
$322K +$293K +1,692 New
DWM
899
Drive Wealth Management
Utah
$320K +$291K +1,682 New
Vise Technologies
900
Vise Technologies
New York
$320K +$49.5K +286 +21%