We are live on ! Find out more
TRV icon

Travelers Companies
TRV

Name Holding Trade Value Shares
Change 		Change in
Stake
RRC
901
Relaxing Retirement Coach
Massachusetts
$250K +$250K +1,600 New
SCM
902
Shelton Capital Management
Colorado
$248K -$11.1K -71 -4%
RC
903
Randolph Company
Ohio
$247K – – –
PCA
904
Personal Capital Advisors
California
$247K +$28.8K +184 +13%
GSWM
905
Golden State Wealth Management
California
$247K +$247K +1,581 New
FRM
906
Fox Run Management
Connecticut
$246K -$397K -2,539 -62%
KFS
907
Kurt F. Somerville
$246K – – –
GW
908
GW & Wade
Massachusetts
$246K +$1.09K +7 +0.4%
CF
909
Centaurus Financial
California
$246K +$4.22K +27 +2%
BFA
910
Brendel Financial Advisors
New Hampshire
$246K +$245K +1,570 New
MYIA
911
Mount Yale Investment Advisors
Colorado
$245K – – –
FWM
912
Fairhaven Wealth Management
Illinois
$244K -$14.2K -91 -6%
WT
913
Washington Trust
Rhode Island
$244K +$10.2K +65 +4%
WPA
914
Winning Points Advisors
Florida
$244K +$255K +1,634 New
FWM
915
Focused Wealth Management
New York
$242K +$23.9K +153 +11%
BFS
916
Bickling Financial Services
Massachusetts
$241K +$15.2K +97 +7%
HWA
917
Heritage Wealth Advisors
Virginia
$240K +$156 +1 +0.1%
SDH
918
Sloy Dahl & Holst
Washington
$239K – – –
WSC
919
Wellington Shields & Co
New York
$239K – – –
VCM
920
Vigilant Capital Management
Maine
$239K +$12K +77 +5%
EHAM
921
Eagle Harbor Asset Management
Washington
$238K +$238K +1,522 New
AIM
922
Aspen Investment Management
Michigan
$238K – – –
APP
923
Avantax Planning Partners
Iowa
$237K – – –
CA
924
Clearstead Advisors
Ohio
$237K +$17.2K +110 +8%
AIM
925
Anchor Investment Management
South Carolina
$236K – – –
35 36
37
38 39