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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
901
Kings Point Capital Management
New York
$16K – – –
MWP
902
MYCIO Wealth Partners
Pennsylvania
$16K – – –
SFPIA
903
Stevens First Principles Investment Advisors
California
$16K – – –
JWA
904
JFS Wealth Advisors
Pennsylvania
$16K +$107 +1 +0.7%
PCTC
905
Perkins Coie Trust Company
Washington
$15K – – –
SFWA
906
Summit Financial Wealth Advisors
Louisiana
$14K – – –
RPG
907
Risk Paradigm Group
Texas
$13.8K +$13.7K +128 New
IC
908
Intersect Capital
California
$13K – – –
CG
909
Colony Group
Massachusetts
$12K -$304K -2,850 -96%
IMS
910
Index Management Solutions
Pennsylvania
$12K -$65.3K -611 -85%
AFIA
911
America First Investment Advisors
Nebraska
$12K – – –
LFR
912
Lehman Financial Resources
Pennsylvania
$11K +$10.7K +100 New
GI
913
Gradient Investments
Minnesota
$10K -$7.8K -73 -43%
FNBOO
914
First National Bank of Omaha
Nebraska
$9.13K -$123K -1,156 -1%
SMG
915
Spectrum Management Group
Indiana
$9K – – –
TDC
916
Thompson Davis & Co
Virginia
$9K – – –
AA
917
AlphaMark Advisors
Kentucky
$8K – – –
TIM
918
Tortoise Investment Management
New York
$8K – – –
MWAN
919
Mariner Wealth Advisors (NYC)
Kansas
$7K +$6.62K +62 New
AH
920
Achievement Holdings
Illinois
$6.49K -$288K -2,700 -4%
WC
921
Whitnell & Co
Illinois
$6K -$107K -1,000 -94%
LWA
922
Lenox Wealth Advisors
New York
$6K – – –
WCM
923
Wealthcare Capital Management
Virginia
$6K +$3.2K +30 +125%
CWM
924
Cranbrook Wealth Management
Michigan
$6K +$5.87K +55 New
AT
925
Arden Trust
Delaware
$5.86K +$2.46M +23,035 +74%
35 36
37
38 39