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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
901
Kore Private Wealth
New York
$202K +$211K +1,686 New
BOH
902
Bank of Hawaii
Hawaii
$201K -$43.8K -350 -17%
PHK
903
Point72 Hong Kong
Hong Kong
$201K +$210K +1,675 New
FNT
904
First Nebraska Trust
Nebraska
$200K -$4.63K -37 -2%
DWM
905
Dakota Wealth Management
Florida
$200K +$193K +1,540 New
SAM
906
Shamrock Asset Management
Texas
$196K +$125 +1 +0.1%
CAW
907
Cornerstone Advisors (Washington)
Washington
$194K +$5.13K +41 +3%
AIM
908
Anchor Investment Management
South Carolina
$191K +$9.64K +77 +5%
HFM
909
Hartford Financial Management
Connecticut
$191K -$9.39K -75 -4%
IWA
910
Intercontinental Wealth Advisors
Texas
$188K -$12.6K -101 -6%
HWA
911
Heritage Wealth Advisors
Virginia
$184K +$125 +1 +0.1%
FIA
912
FNY Investment Advisers
New York
$179K +$188K +1,500 New
CFG
913
Citizens Financial Group
Rhode Island
$175K – – –
OC
914
Oakworth Capital
Alabama
$171K -$45.3K -362 -20%
SOAMC
915
Spirit of America Management Corp
New York
$168K – – –
FIB
916
First Interstate Bank
Montana
$165K – – –
DAM
917
Delta Asset Management
Tennessee
$163K – – –
PAM
918
Paradigm Asset Management
New York
$162K +$6.26K +50 +4%
FWM
919
Focused Wealth Management
New York
$151K – – –
MCM
920
MV Capital Management
Maryland
$149K – – –
HPC
921
HM Payson & Co
Maine
$144K -$4.84M -38,679 -97%
EWM
922
Endurance Wealth Management
Rhode Island
$143K – – –
LC
923
Lindbrook Capital
California
$143K +$150K +1,201 New
BCM
924
Blume Capital Management
California
$138K – – –
CFA
925
Carroll Financial Associates
North Carolina
$138K +$125 +1 +0.1%
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