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Travelers Companies

Name Holding Trade Value Shares
Change
Change in
Stake
WP
901
WealthPLAN Partners
Nebraska
$40.5K -$81.4K -695 -66%
AA
902
Apriem Advisors
California
$39K +$9.02K +77 +29%
BC
903
Barnett & Company
Tennessee
$38K -$3.28K -28 -8%
CWM
904
Catamount Wealth Management
Connecticut
$38K
HI
905
Hudock Inc
Pennsylvania
$38K
PFSC
906
Peoples Financial Services Corp
Pennsylvania
$37K -$2.93K -25 -7%
PFS
907
Physicians Financial Services
North Carolina
$36K
JWA
908
JFS Wealth Advisors
Pennsylvania
$35K +$23.4K +200 +183%
BAM
909
Bruderman Asset Management
New York
$34K
Carson Wealth (CWM LLC)
910
Carson Wealth (CWM LLC)
Nebraska
$33K -$29.2K -249 -47%
IIC
911
Integrated Investment Consultants
Michigan
$32K
ACS
912
Archford Capital Strategies
Illinois
$30K +$30.8K +263 New
CA
913
CapWealth Advisors
Tennessee
$29K
JGIA
914
Jackson Grant Investment Advisers
Connecticut
$29K +$117 +1 +0.4%
LWCFA
915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
LCM
916
Liberty Capital Management
Michigan
$26K +$26.9K +230 New
Lazard Asset Management
917
Lazard Asset Management
New York
$25K -$164K -1,400 -86%
PMFA
918
Plante Moran Financial Advisors
Michigan
$25K -$9.83K -84 -28%
JSAM
919
J. Safra Asset Management
New York
$25K
BKA
920
Brick & Kyle Associates
Pennsylvania
$24K
AIS
921
Accurate Investment Solutions
Pennsylvania
$24K +$117 +1 +0.5%
AOWM
922
Alpha Omega Wealth Management
Virginia
$23K
TFO
923
Tarbox Family Office
California
$21K
ACM
924
Armbruster Capital Management
New York
$20K
RFWA
925
RPg Family Wealth Advisory
Massachusetts
$19K -$18.7K -160 -49%