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Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
901
Manchester Capital Management
Vermont
$189K +$2.7K +21 +2%
PP
902
PrairieView Partners
Minnesota
$187K – – –
IA
903
IFP Advisors
Florida
$173K -$30.2K -235 -16%
1IA
904
1834 Investment Advisors
Wisconsin
$172K -$25.9K -202 -14%
LTI
905
Laffer Tengler Investments
Tennessee
$169K – – –
EWM
906
Endurance Wealth Management
Rhode Island
$168K – – –
SFO
907
Standard Family Office
South Dakota
$168K +$154K +1,199 New
CFA
908
Carroll Financial Associates
North Carolina
$164K +$2.57K +20 +2%
BCM
909
Blume Capital Management
California
$158K -$3.21K -25 -2%
KFI
910
Key Financial Inc
Pennsylvania
$147K +$135K +1,049 New
ADIM
911
Alpha DNA Investment Management
Maryland
$146K +$134K +1,042 New
EW
912
Evoke Wealth
California
$142K -$62.3K -485 -32%
IFAM
913
Institutional & Family Asset Management
Colorado
$141K +$642 +5 +0.5%
POIA
914
Pin Oak Investment Advisors
Texas
$140K – – –
TI
915
Truehand Inc
New Hampshire
$140K – – –
LC
916
Lindbrook Capital
California
$137K – – –
T
917
TOBAM
France
$136K +$22.3K +174 +22%
LGA
918
Lebenthal Global Advisors
New York
$136K +$125K +975 New
AF
919
Allworth Financial
California
$131K – – –
SBSB
920
Sullivan, Bruyette, Speros & Blaney
Virginia
$131K – – –
ECM
921
Estabrook Capital Management
New York
$129K -$771 -6 -0.6%
TAIM
922
TD Ameritrade Investment Management
Nebraska
$125K -$37.6K -293 -25%
KTC
923
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
PK
924
Pflug Koory
Nebraska
$117K – – –
GLLW
925
Graves Light Lenhart Wealth
Virginia
$114K +$105K +815 New
35 36
37
38 39