We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
901
Golden State Wealth Management
California
$247K +$247K +1,581 New
FRM
902
Fox Run Management
Connecticut
$246K -$397K -2,539 -62%
KFS
903
Kurt F. Somerville
$246K – – –
GW
904
GW & Wade
Massachusetts
$246K +$1.09K +7 +0.4%
CF
905
Centaurus Financial
California
$246K +$4.22K +27 +2%
BFA
906
Brendel Financial Advisors
New Hampshire
$246K +$245K +1,570 New
MYIA
907
Mount Yale Investment Advisors
Colorado
$245K – – –
FWM
908
Fairhaven Wealth Management
Illinois
$244K -$14.2K -91 -6%
WT
909
Washington Trust
Rhode Island
$244K +$10.2K +65 +4%
WPA
910
Winning Points Advisors
Florida
$244K +$255K +1,634 New
FWM
911
Focused Wealth Management
New York
$242K +$23.9K +153 +11%
BFS
912
Bickling Financial Services
Massachusetts
$241K +$15.2K +97 +7%
HWA
913
Heritage Wealth Advisors
Virginia
$240K +$156 +1 +0.1%
SDH
914
Sloy Dahl & Holst
Washington
$239K – – –
WSC
915
Wellington Shields & Co
New York
$239K – – –
VCM
916
Vigilant Capital Management
Maine
$239K +$12K +77 +5%
EHAM
917
Eagle Harbor Asset Management
Washington
$238K +$238K +1,522 New
AIM
918
Aspen Investment Management
Michigan
$238K – – –
APP
919
Avantax Planning Partners
Iowa
$237K – – –
CA
920
Clearstead Advisors
Ohio
$237K +$17.2K +110 +8%
AIM
921
Anchor Investment Management
South Carolina
$236K – – –
OWP
922
Obermeyer Wealth Partners
Colorado
$235K – – –
ATFA
923
All Terrain Financial Advisors
Minnesota
$234K – – –
LW
924
Linscomb Wealth
Texas
$234K – – –
VCA
925
Verdence Capital Advisors
Maryland
$234K +$2.34K +15 +1%
35 36
37
38 39