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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
876
Golden State Equity Partners
California
$464K +$56.4K +256 +15%
DWM
877
Defined Wealth Management
Oregon
$463K +$3.09K +14 +0.7%
PMSA
878
Patrick M. Sweeney & Associates
Illinois
$462K +$39.5K +179 +10%
PA
879
PFG Advisors
Arizona
$462K -$279K -1,264 -39%
Curi RMB Capital
880
Curi RMB Capital
Illinois
$460K +$433K +1,963 New
AIM
881
Athena Investment Management
California
$460K – – –
FHA
882
Flagship Harbor Advisors
Massachusetts
$459K -$11K -50 -2%
WPP
883
Whalerock Point Partners
Rhode Island
$457K – – –
MA
884
MONECO Advisors
Connecticut
$457K +$4.85K +22 +1%
MIM
885
Marco Investment Management
Georgia
$456K – – –
Mather Group
886
Mather Group
Illinois
$456K -$3.75K -17 -0.9%
CF
887
Clarity Financial
Texas
$455K +$429K +1,945 New
Mesirow Financial Investment Management
888
Mesirow Financial Investment Management
Illinois
$455K +$139K +630 +48%
NIM
889
Northeast Investment Management
Massachusetts
$455K – – –
MM
890
MQS Management
New York
$453K +$13.9K +63 +3%
FAT
891
First American Trust
California
$447K -$2.87K -13 -0.7%
ST
892
Spinnaker Trust
Maine
$446K – – –
CWA Asset Management Group
893
CWA Asset Management Group
Florida
$443K +$417K +1,891 New
FNC
894
First National Corp
Massachusetts
$442K -$118K -535 -22%
VC
895
Veracity Capital
Georgia
$436K +$26K +118 +7%
SWM
896
Stockman Wealth Management
Montana
$436K -$1.54K -7 -0.4%
EHAM
897
Eagle Harbor Asset Management
Washington
$434K +$51.4K +233 +14%
CWM
898
Cahaba Wealth Management
Georgia
$434K +$1.54K +7 +0.4%
Donaldson Capital Management
899
Donaldson Capital Management
Indiana
$433K +$220 +1 +0.1%
ACM
900
Aster Capital Management
United Arab Emirates
$431K +$406K +1,843 New