We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
901
ZWJ Investment Counsel
Georgia
$239K +$231K +1,600 New
CFS
902
CRA Financial Services
New Jersey
$238K -$2.6K -18 -1%
NQWM
903
Northwest Quadrant Wealth Management
Oregon
$237K – – –
RC
904
Randolph Company
Ohio
$236K – – –
AEPG
905
American Economic Planning Group
New Jersey
$236K +$3.6K +25 +2%
IWA
906
Intercontinental Wealth Advisors
Texas
$235K -$288 -2 -0.1%
KFS
907
Kurt F. Somerville
$235K – – –
PSG
908
Planning Solutions Group
Maryland
$234K -$119K -823 -35%
CGL
909
Clarius Group LLC
Washington
$233K +$224K +1,556 New
SIA
910
Starfire Investment Advisers
Michigan
$231K – – –
HWA
911
Heritage Wealth Advisors
Virginia
$230K +$144 +1 +0.1%
GLA
912
Good Life Advisors
Pennsylvania
$230K -$37.5K -260 -14%
NAS
913
Nicolet Advisory Services
Wisconsin
$230K – – –
IWC
914
Integrated Wealth Concepts
Massachusetts
$229K +$221K +1,532 New
KPW
915
Kore Private Wealth
New York
$228K +$1.73K +12 +0.8%
UBV
916
United Bank (Virginia)
Virginia
$227K -$30.1K -209 -12%
SWM
917
SeaCrest Wealth Management
New York
$225K -$195K -1,350 -47%
WI
918
Wintrust Investments
Illinois
$225K – – –
RHBC
919
R.H. Bluestein & Co
Michigan
$223K +$215K +1,492 New
TL
920
TrueWealth LLC
Georgia
$222K -$28.8K -200 -12%
FBC
921
Fairfield, Bush & Co
Connecticut
$222K – – –
GVAG
922
Great Valley Advisor Group
Delaware
$221K -$26.4K -183 -11%
VST
923
Van Strum & Towne
California
$221K – – –
ST
924
Spinnaker Trust
Maine
$216K +$208K +1,445 New
CCP
925
Clarkston Capital Partners
Michigan
$215K +$208K +1,439 New
35 36
37
38 39