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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
901
Eagle Harbor Asset Management
Washington
$776K +$303 +1 +0%
HWMO
902
Heritage Wealth Management (Ohio)
Ohio
$769K – – –
WFA
903
WJ Financial Advisors
Connecticut
$765K -$606 -2 -0.1%
MWM
904
Modera Wealth Management
New Jersey
$765K +$72.4K +239 +12%
FRM
905
Foundation Resource Management
Arkansas
$764K – – –
LI
906
LMCG Investments
Massachusetts
$764K – – –
LFG
907
Larson Financial Group
Missouri
$758K +$33.9K +112 +5%
FNBSF
908
First National Bank Sioux Falls
South Dakota
$757K – – –
IAIM
909
International Assets Investment Management
Florida
$756K +$43.6K +144 +7%
KFGK
910
Keystone Financial Group (Kentucky)
Kentucky
$755K +$23K +76 +3%
CAM
911
Chesapeake Asset Management
New York
$754K -$235K -776 -25%
EWA
912
EverSource Wealth Advisors
Alabama
$752K -$179K -589 -21%
NG
913
Norden Group
Utah
$751K +$459K +1,513 +198%
CP
914
Cornerstone Planning
North Carolina
$751K -$1.79M -5,907 -72%
RF
915
Robinswood Financial
Washington
$750K – – –
ACM
916
Advisors Capital Management
New Jersey
$750K +$101K +333 +17%
MA
917
Mutual Advisors
Nebraska
$749K +$90.6K +299 +15%
SIG
918
Sky Investment Group
Connecticut
$745K – – –
VHAM
919
Van Hulzen Asset Management
California
$745K -$49.7K -164 -7%
WA
920
Wealth Alliance
New York
$743K -$289K -953 -30%
AIM
921
Alhambra Investment Management
Florida
$743K -$43.9K -145 -6%
MMM
922
Mendel Money Management
Illinois
$739K -$69.7K -230 -9%
KAM
923
Karani Asset Management
New York
$739K +$245K +807 +56%
WJWM
924
Williams Jones Wealth Management
New York
$736K +$11.8K +39 +2%
SVWAG
925
Sound View Wealth Advisors Group
Georgia
$734K +$1.51K +5 +0.2%
35 36
37
38 39