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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
M
901
MOTCO
Texas
$23K – – –
PIA
902
Peachtree Investment Advisors
Georgia
$23K – – –
BRWM
903
B. Riley Wealth Management
Tennessee
$22K +$6.35K +62 +36%
RIA
904
Regal Investment Advisors
Michigan
$20K – – –
AssetMark Inc
905
AssetMark Inc
California
$20K +$21.3K +208 New
FMB
906
Field & Main Bank
Kentucky
$19K – – –
BCMIO
907
Beacon Capital Management Inc (Ohio)
Ohio
$17K – – –
TFO
908
Tarbox Family Office
California
$17K – – –
CFG
909
CKW Financial Group
Hawaii
$16K -$8.19K -80 -33%
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
MA
911
MCF Advisors
Kentucky
$15K +$102 +1 +0.6%
RCG
912
Ruggie Capital Group
Florida
$15K +$102 +1 +0.6%
HCMT
913
Highland Capital Management (Tennessee)
Tennessee
$15K +$16.3K +159 New
JWA
914
JFS Wealth Advisors
Pennsylvania
$14K -$614 -6 -4%
KPCM
915
Kings Point Capital Management
New York
$14K – – –
MWP
916
MYCIO Wealth Partners
Pennsylvania
$14K – – –
SFPIA
917
Stevens First Principles Investment Advisors
California
$14K – – –
APSP
918
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K +$14.7K +144 New
PCTC
919
Perkins Coie Trust Company
Washington
$13K – – –
SFWA
920
Summit Financial Wealth Advisors
Louisiana
$13K – – –
RPG
921
Risk Paradigm Group
Texas
$12.4K – – –
ARMC
922
American Research & Management Company
Massachusetts
$12K +$10.2K +100 +455%
AFIA
923
America First Investment Advisors
Nebraska
$11K – – –
CF
924
CenterStar Fund
Illinois
$9K – – –
LFR
925
Lehman Financial Resources
Pennsylvania
$9K – – –