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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
876
Mark Sheptoff Financial Planning
Connecticut
$464K – – –
SEA
877
Stegent Equity Advisors
Texas
$464K +$431K +2,015 New
Level Four Advisory Services
878
Level Four Advisory Services
Texas
$463K – – –
ILI
879
Invesco LLC (Illinois)
Illinois
$458K -$132K -620 -24%
Robertson Stephens Wealth Management
880
Robertson Stephens Wealth Management
California
$457K -$214 -1 -0.1%
SBIA
881
Sheaff Brock Investment Advisors
Indiana
$455K -$4.16M -19,482 -91%
MA
882
MONECO Advisors
Connecticut
$454K -$5.77K -27 -1%
VC
883
Vicus Capital
Pennsylvania
$453K +$420K +1,966 New
AIM
884
Athena Investment Management
California
$452K – – –
DWM
885
Defined Wealth Management
Oregon
$452K +$855 +4 +0.2%
WI
886
Wintrust Investments
Illinois
$450K +$1.07K +5 +0.3%
WPP
887
Whalerock Point Partners
Rhode Island
$449K – – –
FNC
888
First National Corp
Massachusetts
$449K – – –
DFCM
889
Dark Forest Capital Management
Puerto Rico
$447K +$415K +1,944 New
NIM
890
Northeast Investment Management
Massachusetts
$447K – – –
MBTD
891
Mechanics Bank - Trust Department
California
$446K +$8.12K +38 +2%
MIM
892
Marco Investment Management
Georgia
$446K +$214 +1 +0.1%
Dana Investment Advisors
893
Dana Investment Advisors
Wisconsin
$445K -$117K -548 -22%
Evergreen Capital Management
894
Evergreen Capital Management
Washington
$445K +$7.91K +37 +2%
Sanibel Captiva Trust Company
895
Sanibel Captiva Trust Company
Florida
$444K +$39.1K +183 +10%
VBCG
896
Valley Brook Capital Group
Pennsylvania
$443K – – –
ST
897
Spinnaker Trust
Maine
$442K +$2.99K +14 +0.7%
Nomura Holdings
898
Nomura Holdings
Japan
$441K -$571K -2,673 -58%
Mesirow Financial Investment Management
899
Mesirow Financial Investment Management
Illinois
$441K +$410K +1,917 New
GP
900
Girard Partners
Pennsylvania
$441K -$7.91K -37 -2%