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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPG
901
American Economic Planning Group
New Jersey
$236K +$3.6K +25 +2%
IWA
902
Intercontinental Wealth Advisors
Texas
$235K -$288 -2 -0.1%
KFS
903
Kurt F. Somerville
$235K – – –
PSG
904
Planning Solutions Group
Maryland
$234K -$119K -823 -35%
CGL
905
Clarius Group LLC
Washington
$233K +$224K +1,556 New
SIA
906
Starfire Investment Advisers
Michigan
$231K – – –
HWA
907
Heritage Wealth Advisors
Virginia
$230K +$144 +1 +0.1%
GLA
908
Good Life Advisors
Pennsylvania
$230K -$37.5K -260 -14%
NAS
909
Nicolet Advisory Services
Wisconsin
$230K – – –
IWC
910
Integrated Wealth Concepts
Massachusetts
$229K +$221K +1,532 New
KPW
911
Kore Private Wealth
New York
$228K +$1.73K +12 +0.8%
UBV
912
United Bank (Virginia)
Virginia
$227K -$30.1K -209 -12%
SWM
913
SeaCrest Wealth Management
New York
$225K -$195K -1,350 -47%
WI
914
Wintrust Investments
Illinois
$225K – – –
RHBC
915
R.H. Bluestein & Co
Michigan
$223K +$215K +1,492 New
TL
916
TrueWealth LLC
Georgia
$222K -$28.8K -200 -12%
FBC
917
Fairfield, Bush & Co
Connecticut
$222K – – –
GVAG
918
Great Valley Advisor Group
Delaware
$221K -$26.4K -183 -11%
VST
919
Van Strum & Towne
California
$221K – – –
ST
920
Spinnaker Trust
Maine
$216K +$208K +1,445 New
CCP
921
Clarkston Capital Partners
Michigan
$215K +$208K +1,439 New
GC
922
Grimes & Company
Massachusetts
$214K +$206K +1,431 New
SPI
923
Santori & Peters Inc
Pennsylvania
$212K +$204K +1,418 New
TSS
924
Two Sigma Securities
New York
$211K +$203K +1,409 New
WT
925
Washington Trust
Rhode Island
$211K +$203K +1,409 New
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38 39