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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
901
Essex Savings Bank
Connecticut
$794K – – –
NWM
902
Northcape Wealth Management
New York
$792K – – –
BCA
903
Bay Colony Advisors
Massachusetts
$784K +$159K +525 +28%
IC
904
Inscription Capital
Texas
$784K +$271K +895 +60%
1IA
905
1620 Investment Advisors
Massachusetts
$784K +$8.49K +28 +1%
JWM
906
Jeppson Wealth Management
California
$782K – – –
IWM
907
Iams Wealth Management
Nebraska
$780K +$138K +456 +24%
CAM
908
Cidel Asset Management
Ontario, Canada
$778K +$173K +570 +32%
EHAM
909
Eagle Harbor Asset Management
Washington
$776K +$303 +1 +0%
HWMO
910
Heritage Wealth Management (Ohio)
Ohio
$769K – – –
WFA
911
WJ Financial Advisors
Connecticut
$765K -$606 -2 -0.1%
MWM
912
Modera Wealth Management
New Jersey
$765K +$72.4K +239 +12%
FRM
913
Foundation Resource Management
Arkansas
$764K – – –
LI
914
LMCG Investments
Massachusetts
$764K – – –
LFG
915
Larson Financial Group
Missouri
$758K +$33.9K +112 +5%
FNBSF
916
First National Bank Sioux Falls
South Dakota
$757K – – –
IAIM
917
International Assets Investment Management
Florida
$756K +$43.6K +144 +7%
KFGK
918
Keystone Financial Group (Kentucky)
Kentucky
$755K +$23K +76 +3%
CAM
919
Chesapeake Asset Management
New York
$754K -$235K -776 -25%
EWA
920
EverSource Wealth Advisors
Alabama
$752K -$179K -589 -21%
NG
921
Norden Group
Utah
$751K +$459K +1,513 +198%
CP
922
Cornerstone Planning
North Carolina
$751K -$1.79M -5,907 -72%
RF
923
Robinswood Financial
Washington
$750K – – –
ACM
924
Advisors Capital Management
New Jersey
$750K +$101K +333 +17%
MA
925
Mutual Advisors
Nebraska
$749K +$90.6K +299 +15%
35 36
37
38 39