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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
876
Smith, Moore & Co
Missouri
$340K – – –
PFBT
877
Parkside Financial Bank & Trust
Missouri
$340K +$28.6K +165 +10%
PJSIMP
878
P.J. Schmidt Investment Management (PJS)
Wisconsin
$339K +$10.6K +61 +4%
RIL
879
Rothschild Investment LLC
Illinois
$339K +$308K +1,781 New
AMG
880
Advisors Management Group
Wisconsin
$339K -$4.67K -27 -1%
CAMG
881
CWA Asset Management Group
Florida
$339K +$23.7K +137 +8%
EWM
882
Evermay Wealth Management
Virginia
$338K +$346 +2 +0.1%
SCA
883
Sippican Capital Advisors
Massachusetts
$338K +$307K +1,772 New
CIS
884
Custom Index Systems
New York
$337K +$306K +1,768 New
GA
885
Geller Advisors
New York
$336K -$164K -948 -35%
RWP
886
RWA Wealth Partners
Massachusetts
$335K +$305K +1,760 New
WB
887
WesBanco Bank
West Virginia
$335K -$208K -1,200 -41%
BTI
888
Blue Trust Inc
Georgia
$333K -$44.2K -255 -11%
SCTC
889
Sanibel Captiva Trust Company
Florida
$332K +$302K +1,745 New
HI
890
Humankind Investments
New York
$332K -$19.7K -114 -6%
BL
891
BFSG LLC
California
$331K – – –
PBC
892
Pavion Blue Capital
California
$328K – – –
FG
893
Fiduciary Group
Georgia
$327K – – –
GW
894
GW & Wade
Massachusetts
$325K -$173 -1 -0.1%
NRS
895
Neville Rodie & Shaw
New York
$324K – – –
BMCM
896
Bryn Mawr Capital Management
Pennsylvania
$323K -$7.96K -46 -3%
TWM
897
Trueblood Wealth Management
Ohio
$322K +$293K +1,692 New
DWM
898
Drive Wealth Management
Utah
$320K +$291K +1,682 New
VT
899
Vise Technologies
New York
$320K +$49.5K +286 +21%
BHWM
900
Bar Harbor Wealth Management
New Hampshire
$317K – – –
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37 38