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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
901
IHT Wealth Management
Illinois
$68K – – –
MWM
902
MinichMacGregor Wealth Management
New York
$66K – – –
TIM
903
Tortoise Investment Management
New York
$66K – – –
DSC
904
Duncker Streett & Co
Missouri
$58K – – –
EFSCE
905
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
LWM
906
Lenox Wealth Management
Ohio
$57K +$16.6K +133 +39%
QAM
907
QCI Asset Management
New York
$56K – – –
WAP
908
Wealthcare Advisory Partners
Pennsylvania
$55K +$55.7K +446 New
SIC
909
Salem Investment Counselors
North Carolina
$54K -$28.4K -227 -34%
EMG
910
ETF Managers Group
New Jersey
$54K +$4.5K +36 +9%
MCA
911
Mercer Capital Advisers
New Jersey
$50K – – –
WA
912
WealthTrust-Arizona
Arizona
$49K – – –
GAM
913
Gemmer Asset Management
California
$48K – – –
PI
914
PineBridge Investments
New York
$45K -$15.4K -123 -25%
BWM
915
Baystate Wealth Management
Massachusetts
$44K – – –
AF
916
Arrow Financial
New York
$42K -$25K -200 -37%
VFA
917
Virtus Fund Advisers
Connecticut
$42K +$42.5K +340 New
VCM
918
Versant Capital Management
Arizona
$40K -$1.5K -12 -4%
BWA
919
Burt Wealth Advisors
Maryland
$40K – – –
PCP
920
Proficio Capital Partners
Massachusetts
$40K +$31.1K +249 +307%
WPA
921
West Paces Advisors
Georgia
$39.5K – – –
TCM
922
Tradewinds Capital Management
Washington
$38K -$74.2K -594 -66%
JWA
923
JFS Wealth Advisors
Pennsylvania
$38K +$125 +1 +0.3%
IIC
924
Integrated Investment Consultants
Michigan
$36K +$5.87K +47 +19%
SMG
925
Spectrum Management Group
Indiana
$35K +$35.2K +282 New
35 36
37
38 39