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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
876
Cigna Investments
Connecticut
$558K -$4.99K -20 -0.9%
LI
877
LMCG Investments
Massachusetts
$558K -$104K -415 -15%
LSAG
878
Lake Street Advisors Group
New Hampshire
$555K +$11.5K +46 +2%
LGA
879
Lebenthal Global Advisors
New York
$555K +$358K +1,432 +164%
OCG
880
Opus Capital Group
Ohio
$554K -$59.4K -238 -9%
LIM
881
Leavell Investment Management
Alabama
$553K – – –
SIG
882
Sky Investment Group
Connecticut
$552K -$68.4K -274 -11%
MLL
883
Moody Lynn & Lieberson
Massachusetts
$552K +$1.5K +6 +0.3%
IFG
884
Independent Financial Group
California
$550K +$570K +2,285 New
1IA
885
1620 Investment Advisors
Massachusetts
$547K +$14.2K +57 +3%
CSB
886
City State Bank
Iowa
$546K -$4.99K -20 -0.9%
RWA
887
River Wealth Advisors
Pennsylvania
$544K -$79.9K -320 -12%
APP
888
Avantax Planning Partners
Iowa
$539K +$18.5K +74 +3%
IPW
889
Impact Partnership Wealth
Georgia
$538K +$558K +2,235 New
MADFP
890
Michael A Dubis Financial Planning
Wisconsin
$535K +$555K +2,222 New
BOH
891
Bank of Hawaii
Hawaii
$535K -$51.2K -205 -8%
SGCA
892
Steel Grove Capital Advisors
Tennessee
$534K – – –
TWM
893
Trueblood Wealth Management
Ohio
$531K +$98.9K +396 +22%
SC
894
SouthState Corp
Florida
$530K – – –
SCTC
895
Sanibel Captiva Trust Company
Florida
$529K +$11.7K +47 +2%
OCBCO
896
Oversea-Chinese Banking Corp (OCBC)
Singapore
$524K +$133K +534 +33%
WJWM
897
Williams Jones Wealth Management
New York
$521K -$11.2K -45 -2%
FZCM
898
Flynn Zito Capital Management
New York
$520K – – –
SAM
899
Smartleaf Asset Management
Massachusetts
$518K +$110K +442 +26%
OAM
900
Oxford Asset Management
United Kingdom
$514K +$532K +2,132 New
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